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
2151
$771K ﹤0.01%
14,536
-592
2152
$771K ﹤0.01%
12,044
+1,520
2153
$768K ﹤0.01%
21,365
+726
2154
$765K ﹤0.01%
84,100
+15,347
2155
$761K ﹤0.01%
152,413
+136,905
2156
$761K ﹤0.01%
20,735
+1,150
2157
$760K ﹤0.01%
21,010
-3,916
2158
$757K ﹤0.01%
57,961
-554
2159
$753K ﹤0.01%
40,780
+19,348
2160
$752K ﹤0.01%
47,424
+672
2161
$750K ﹤0.01%
55,696
+11,221
2162
$750K ﹤0.01%
107,500
+4,000
2163
$748K ﹤0.01%
32,057
-12,097
2164
$748K ﹤0.01%
2,744
-118
2165
$745K ﹤0.01%
136,440
+22,711
2166
$744K ﹤0.01%
77,528
-3,954
2167
$741K ﹤0.01%
32,762
+2,546
2168
$741K ﹤0.01%
25,756
-416
2169
$741K ﹤0.01%
28,906
+2,958
2170
$736K ﹤0.01%
22,447
+8,726
2171
$735K ﹤0.01%
128,040
+764
2172
$735K ﹤0.01%
+23,055
2173
$735K ﹤0.01%
33,898
+255
2174
$735K ﹤0.01%
50,880
+2,630
2175
$735K ﹤0.01%
56,305
+23,473
85 86
87
88 89