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
2251
$322K ﹤0.01%
+10,612
2252
$322K ﹤0.01%
2,095
-385
2253
$322K ﹤0.01%
7,113
-795
2254
$322K ﹤0.01%
13,018
-353
2255
$322K ﹤0.01%
5,671
-584
2256
$320K ﹤0.01%
4,297
-5,100
2257
$318K ﹤0.01%
8,800
+450
2258
$317K ﹤0.01%
+5,826
2259
$317K ﹤0.01%
7,349
-2,591
2260
$317K ﹤0.01%
11,830
+900
2261
$316K ﹤0.01%
13,679
+3,886
2262
$315K ﹤0.01%
+8,000
2263
$315K ﹤0.01%
8,741
+416
2264
$313K ﹤0.01%
+10,978
2265
$312K ﹤0.01%
37,596
+1,490
2266
$312K ﹤0.01%
23,759
-16,510
2267
$311K ﹤0.01%
7,668
-2,309
2268
$311K ﹤0.01%
26,632
-5,082
2269
$311K ﹤0.01%
2,789
+163
2270
$310K ﹤0.01%
3,617
-2,200
2271
$310K ﹤0.01%
12,670
+696
2272
$309K ﹤0.01%
8,014
-482
2273
$308K ﹤0.01%
4,651
-865
2274
$308K ﹤0.01%
5,605
-1,955
2275
$307K ﹤0.01%
17,040
+4,040
89 90
91
92 93