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
2351
$274K ﹤0.01%
7,580
-123
2352
$273K ﹤0.01%
4,660
2353
$273K ﹤0.01%
+3,753
2354
$273K ﹤0.01%
2,567
-3,116
2355
$273K ﹤0.01%
8,350
-197
2356
$272K ﹤0.01%
14,338
+1,607
2357
$271K ﹤0.01%
6,990
+321
2358
$271K ﹤0.01%
14,206
-6
2359
$270K ﹤0.01%
+4,033
2360
$270K ﹤0.01%
4,671
-1,145
2361
$270K ﹤0.01%
12,322
-2,566
2362
$269K ﹤0.01%
3,409
-240
2363
$268K ﹤0.01%
10,949
+634
2364
$268K ﹤0.01%
14,048
-4,749
2365
$267K ﹤0.01%
+6,040
2366
$267K ﹤0.01%
20,062
+2,753
2367
$267K ﹤0.01%
+2,477
2368
$267K ﹤0.01%
10,351
-1,724
2369
$266K ﹤0.01%
+8,538
2370
$266K ﹤0.01%
3,208
-194
2371
$265K ﹤0.01%
5,267
-7,488
2372
$265K ﹤0.01%
+6,851
2373
$264K ﹤0.01%
11,150
-20,000
2374
$264K ﹤0.01%
5,132
-267
2375
$264K ﹤0.01%
1,840
-600
93 94
95
96 97