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
2201
$709K ﹤0.01%
26,460
-1,720
2202
$708K ﹤0.01%
118,978
-1,125
2203
$705K ﹤0.01%
57,007
-29,956
2204
$704K ﹤0.01%
15,029
+1,881
2205
$704K ﹤0.01%
17,273
+4
2206
$704K ﹤0.01%
19,884
-15
2207
$703K ﹤0.01%
21,273
-306
2208
$702K ﹤0.01%
21,028
+894
2209
$699K ﹤0.01%
127,110
-22,070
2210
$697K ﹤0.01%
18,096
-626
2211
$697K ﹤0.01%
38,888
+321
2212
$696K ﹤0.01%
8,992
+525
2213
$695K ﹤0.01%
9,945
+48
2214
$695K ﹤0.01%
111,548
+23,400
2215
$694K ﹤0.01%
207,308
-259,366
2216
$693K ﹤0.01%
54,280
+33,395
2217
$693K ﹤0.01%
21,840
-355
2218
$692K ﹤0.01%
14,869
+2,700
2219
$691K ﹤0.01%
75,307
-6,333
2220
$691K ﹤0.01%
56,391
+523
2221
$691K ﹤0.01%
45,665
-143,361
2222
$686K ﹤0.01%
25,125
-663
2223
$686K ﹤0.01%
25,906
+4,880
2224
$684K ﹤0.01%
59,918
+22,883
2225
$682K ﹤0.01%
29,894
+4,788
87 88
89
90 91