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
2301
$299K ﹤0.01%
9,868
2302
$299K ﹤0.01%
11,084
+856
2303
$298K ﹤0.01%
11,536
-400
2304
$298K ﹤0.01%
7,657
+200
2305
$298K ﹤0.01%
3,332
-9,529
2306
$297K ﹤0.01%
5,392
+1,962
2307
$295K ﹤0.01%
+2,916
2308
$295K ﹤0.01%
6,414
-115
2309
$294K ﹤0.01%
5,750
-740
2310
$294K ﹤0.01%
8,511
+69
2311
$293K ﹤0.01%
14,596
-6,086
2312
$292K ﹤0.01%
+33,435
2313
$292K ﹤0.01%
22,275
-699
2314
$291K ﹤0.01%
+15,842
2315
$291K ﹤0.01%
3,578
+871
2316
$291K ﹤0.01%
+14,531
2317
$290K ﹤0.01%
9,463
+500
2318
$290K ﹤0.01%
+11,783
2319
$289K ﹤0.01%
13,050
2320
$288K ﹤0.01%
5,102
-843
2321
$287K ﹤0.01%
66,768
-157
2322
$287K ﹤0.01%
17,337
-315
2323
$287K ﹤0.01%
+3,029
2324
$285K ﹤0.01%
15,936
+81
2325
$285K ﹤0.01%
5,952
+1,416
91 92
93
94 95