Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.1B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,452
New
Increased
Reduced
Closed

Top Buys

1
+$416M
2
+$278M
3
+$98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$63.7M
5
MRK icon
Merck
MRK
+$61.7M

Top Sells

1
+$222M
2
+$128M
3
+$126M
4
BAX icon
Baxter International
BAX
+$74.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$73.8M

Sector Composition

1 Technology 15.13%
2 Healthcare 12.58%
3 Consumer Staples 9.17%
4 Industrials 9.11%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$797K ﹤0.01%
32,581
-5,298
2127
$796K ﹤0.01%
25,230
-26,835
2128
$795K ﹤0.01%
57,865
+3,860
2129
$795K ﹤0.01%
31,378
-4,110
2130
$794K ﹤0.01%
359,384
+12,809
2131
$794K ﹤0.01%
44,893
-1,669
2132
$792K ﹤0.01%
50,464
+76
2133
$791K ﹤0.01%
16,082
+3,027
2134
$791K ﹤0.01%
+39,084
2135
$790K ﹤0.01%
7,058
-2,371
2136
$789K ﹤0.01%
37,308
+7,309
2137
$787K ﹤0.01%
+15,997
2138
$787K ﹤0.01%
28,533
+6,970
2139
$786K ﹤0.01%
12,774
+9,282
2140
$785K ﹤0.01%
26,596
-7,487
2141
$783K ﹤0.01%
54,754
-4,685
2142
$782K ﹤0.01%
11,938
+1,086
2143
$779K ﹤0.01%
18,234
+3,600
2144
$778K ﹤0.01%
10,845
-427
2145
$777K ﹤0.01%
82,265
+13,009
2146
$777K ﹤0.01%
47,276
+987
2147
$775K ﹤0.01%
9,105
-3,077
2148
$773K ﹤0.01%
+58,125
2149
$772K ﹤0.01%
2,957
-145
2150
$772K ﹤0.01%
165,636
+46,980
84 85
86
87 88