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
201
$65.1M 0.11%
957,697
+16,305
202
$63.8M 0.1%
1,162,919
+230,107
203
$63.7M 0.1%
472,186
+4,706
204
$63M 0.1%
1,986,775
+43,785
205
$62.7M 0.1%
1,427,218
-18,811
206
$62.1M 0.1%
1,604,544
+79,205
207
$61.5M 0.1%
750,150
-18,820
208
$61.3M 0.1%
3,786,256
-1,156,374
209
$60.7M 0.1%
409,400
+10,675
210
$59.1M 0.1%
2,598,796
+1,489,297
211
$59.1M 0.1%
744,637
-45,006
212
$58.8M 0.1%
393,218
+23,128
213
$58.7M 0.1%
1,963,392
+38,381
214
$58.6M 0.1%
1,237,262
+151,416
215
$58.5M 0.1%
889,000
+43,577
216
$58.4M 0.1%
393,573
+8,870
217
$58.4M 0.1%
1,445,416
+356,862
218
$57.6M 0.09%
858,407
-95,709
219
$57.6M 0.09%
452,316
+8,259
220
$57.3M 0.09%
141
+2
221
$57.1M 0.09%
1,881,723
+1,727
222
$56.8M 0.09%
829,117
-89,799
223
$55.7M 0.09%
727,539
-34,999
224
$55.7M 0.09%
262,398
-1,044,223
225
$55.5M 0.09%
692,766
-3,695
7 8
9
10 11