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
2301
$622K ﹤0.01%
13,821
-19
2302
$620K ﹤0.01%
25,680
-398
2303
$620K ﹤0.01%
19,657
+12,110
2304
$618K ﹤0.01%
35,196
-1,437
2305
$617K ﹤0.01%
10,188
+1,800
2306
$615K ﹤0.01%
28,147
-431
2307
$614K ﹤0.01%
21,590
+4,892
2308
$614K ﹤0.01%
42,332
-4,144
2309
$614K ﹤0.01%
33,020
+1,931
2310
$613K ﹤0.01%
8,191
-450
2311
$613K ﹤0.01%
22,349
+2,128
2312
$613K ﹤0.01%
10,591
+497
2313
$612K ﹤0.01%
57,872
-887
2314
$612K ﹤0.01%
23,131
-509
2315
$612K ﹤0.01%
9,967
-386
2316
$610K ﹤0.01%
14,626
-127
2317
$610K ﹤0.01%
25,299
+2,935
2318
$609K ﹤0.01%
49,441
-2,126
2319
$609K ﹤0.01%
57,422
+6,773
2320
$609K ﹤0.01%
22,306
+3,165
2321
$608K ﹤0.01%
33,469
-1,580
2322
$607K ﹤0.01%
65,714
+7,562
2323
$602K ﹤0.01%
30,048
+3,085
2324
$601K ﹤0.01%
+11,323
2325
$600K ﹤0.01%
6,742
-8,657
91 92
93
94 95