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
201
$33.9M 0.1%
506,990
-332,095
202
$33.7M 0.1%
609,633
+47,948
203
$33.4M 0.1%
413,028
-87,726
204
$33.3M 0.1%
245,883
+12,069
205
$33.3M 0.1%
661,563
-18,120
206
$32.9M 0.1%
357,686
+8,206
207
$32.9M 0.1%
1,727,822
+140,366
208
$32.8M 0.1%
626,303
-991
209
$32.8M 0.1%
563,883
-1,062
210
$32.7M 0.1%
322,331
+85,879
211
$32.5M 0.1%
147,607
-3,489
212
$32.5M 0.1%
452,846
-12,579
213
$31.6M 0.1%
1,048,923
+64,522
214
$31.4M 0.1%
374,125
+9,766
215
$31.3M 0.1%
535,023
+76,686
216
$31.3M 0.1%
302,044
+163,936
217
$30.9M 0.09%
211,107
+14,331
218
$30.8M 0.09%
182,172
-11,844
219
$30.7M 0.09%
204,513
-181
220
$30M 0.09%
1,608,507
+21,526
221
$29.9M 0.09%
657,396
+1,892
222
$29.9M 0.09%
633,044
+2,985
223
$29.5M 0.09%
1,659,635
-188,220
224
$29.5M 0.09%
382,383
-2,513
225
$29.4M 0.09%
435,850
+186,582
7 8
9
10 11