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
2326
$600K ﹤0.01%
9,538
-371
2327
$599K ﹤0.01%
72,124
-1,965
2328
$597K ﹤0.01%
72,037
-3,977
2329
$595K ﹤0.01%
20,100
+144
2330
$592K ﹤0.01%
5,308
+114
2331
$592K ﹤0.01%
11,883
+7,159
2332
$591K ﹤0.01%
34,269
+292
2333
$588K ﹤0.01%
21,813
-112
2334
$588K ﹤0.01%
10,103
+1,226
2335
$587K ﹤0.01%
40,436
2336
$587K ﹤0.01%
17,297
-830
2337
$586K ﹤0.01%
34,548
+4,541
2338
$586K ﹤0.01%
15,646
-645
2339
$586K ﹤0.01%
21,702
+4,941
2340
$585K ﹤0.01%
7,965
+510
2341
$585K ﹤0.01%
38,203
+21,157
2342
$585K ﹤0.01%
8,290
-29
2343
$584K ﹤0.01%
19,225
+334
2344
$584K ﹤0.01%
143,221
+80,675
2345
$582K ﹤0.01%
17,837
-64,731
2346
$579K ﹤0.01%
44,381
+14,000
2347
$578K ﹤0.01%
+15,492
2348
$577K ﹤0.01%
12,238
-628
2349
$576K ﹤0.01%
18,089
+4,753
2350
$576K ﹤0.01%
4,546
+383
92 93
94
95 96