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
$32.6B
AUM Growth
+$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$30.9M
3
+$28.7M
4
CME icon
CME Group
CME
+$27.1M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$22.8M

Top Sells

1
+$66.9M
2
+$38.1M
3
+$36.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$27.6M
5
PFE icon
Pfizer
PFE
+$23.1M

Sector Composition

1 Technology 12.78%
2 Financials 11.4%
3 Healthcare 10.51%
4 Industrials 8.49%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$384K ﹤0.01%
10,540
2152
$383K ﹤0.01%
35,532
+5,359
2153
$382K ﹤0.01%
5,106
2154
$381K ﹤0.01%
5,466
-775
2155
$381K ﹤0.01%
3,373
-871
2156
$381K ﹤0.01%
6,825
+784
2157
$378K ﹤0.01%
14,572
+2,271
2158
$378K ﹤0.01%
7,844
-9,165
2159
$378K ﹤0.01%
+5,427
2160
$377K ﹤0.01%
13,550
+3,290
2161
$377K ﹤0.01%
3,811
-473
2162
$377K ﹤0.01%
7,931
-1,200
2163
$375K ﹤0.01%
4,162
-178
2164
$375K ﹤0.01%
24,357
2165
$375K ﹤0.01%
4,009
-90
2166
$375K ﹤0.01%
37,514
-16,031
2167
$375K ﹤0.01%
25,792
-1,500
2168
$373K ﹤0.01%
11,618
+2,266
2169
$372K ﹤0.01%
34,093
+11,688
2170
$370K ﹤0.01%
10,038
-4,230
2171
$369K ﹤0.01%
29,411
+2,263
2172
$368K ﹤0.01%
40,150
+14,550
2173
$366K ﹤0.01%
+11,180
2174
$366K ﹤0.01%
+22,650
2175
$366K ﹤0.01%
3,646
-396
85 86
87
88 89