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
2176
$365K ﹤0.01%
32,541
-5,764
2177
$364K ﹤0.01%
33,914
+3,491
2178
$364K ﹤0.01%
41,154
+2,719
2179
$363K ﹤0.01%
9,267
+2,852
2180
$363K ﹤0.01%
18,284
-3,387
2181
$363K ﹤0.01%
10,291
+2,480
2182
$362K ﹤0.01%
21,493
-207
2183
$362K ﹤0.01%
5,888
2184
$361K ﹤0.01%
38,840
-3,274
2185
$360K ﹤0.01%
13,000
+139
2186
$359K ﹤0.01%
30,244
+2,000
2187
$359K ﹤0.01%
37,346
+5,634
2188
$358K ﹤0.01%
9,741
-148
2189
$358K ﹤0.01%
41,084
+963
2190
$358K ﹤0.01%
41,850
+1,145
2191
$357K ﹤0.01%
8,117
-1,450
2192
$357K ﹤0.01%
8,147
-68
2193
$357K ﹤0.01%
6,705
-1,135
2194
$356K ﹤0.01%
6,038
-2,452
2195
$355K ﹤0.01%
20,483
+5,490
2196
$355K ﹤0.01%
21,714
+48
2197
$355K ﹤0.01%
40,082
-6,597
2198
$355K ﹤0.01%
19,020
-33,673
2199
$354K ﹤0.01%
90
-18
2200
$352K ﹤0.01%
16,000
86 87
88
89 90