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
2176
$735K ﹤0.01%
27,798
+2,538
2177
$734K ﹤0.01%
74,257
+12,482
2178
$734K ﹤0.01%
10,317
-747
2179
$732K ﹤0.01%
21,136
+4
2180
$730K ﹤0.01%
344,243
+12,483
2181
$730K ﹤0.01%
9,050
-146
2182
$729K ﹤0.01%
5,015
-464
2183
$729K ﹤0.01%
10,864
+2,049
2184
$727K ﹤0.01%
48,145
-4,034
2185
$724K ﹤0.01%
16,719
2186
$722K ﹤0.01%
7,831
-109
2187
$721K ﹤0.01%
47,690
+16,669
2188
$721K ﹤0.01%
39,815
-8,441
2189
$721K ﹤0.01%
30,838
-1,180
2190
$720K ﹤0.01%
40,828
+1,326
2191
$720K ﹤0.01%
53,226
-7,151
2192
$720K ﹤0.01%
12,748
+5
2193
$719K ﹤0.01%
46,743
-2,889
2194
$718K ﹤0.01%
462,004
+306
2195
$718K ﹤0.01%
36,046
+17,909
2196
$718K ﹤0.01%
30,459
+16,227
2197
$715K ﹤0.01%
44,362
-9,480
2198
$712K ﹤0.01%
17,290
-3,171
2199
$711K ﹤0.01%
17,690
-2,380
2200
$710K ﹤0.01%
7,584
-228
86 87
88
89 90