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
2226
$337K ﹤0.01%
30,800
-7,550
2227
$337K ﹤0.01%
8,802
-654
2228
$336K ﹤0.01%
1,378
-1
2229
$335K ﹤0.01%
4,900
2230
$335K ﹤0.01%
11,944
-55,619
2231
$334K ﹤0.01%
4,490
+12
2232
$334K ﹤0.01%
4,175
+437
2233
$334K ﹤0.01%
13,578
-2,136
2234
$334K ﹤0.01%
9,440
-73,965
2235
$333K ﹤0.01%
7,361
-108
2236
$331K ﹤0.01%
25,315
-75,549
2237
$331K ﹤0.01%
5,934
-426
2238
$330K ﹤0.01%
15,568
+1,591
2239
$330K ﹤0.01%
+13,675
2240
$329K ﹤0.01%
17,402
+750
2241
$329K ﹤0.01%
33,311
-1,892
2242
$328K ﹤0.01%
+24,636
2243
$326K ﹤0.01%
20,114
-170
2244
$325K ﹤0.01%
18,046
-2,246
2245
$325K ﹤0.01%
97,410
+2,157
2246
$325K ﹤0.01%
1,893
-10,873
2247
$324K ﹤0.01%
6,698
-142
2248
$323K ﹤0.01%
9,703
2249
$323K ﹤0.01%
7,576
-710
2250
$323K ﹤0.01%
7,500
-7,642
88 89
90
91 92