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
2351
$575K ﹤0.01%
8,868
+1,739
2352
$573K ﹤0.01%
10,068
+698
2353
$571K ﹤0.01%
7,552
-41,862
2354
$568K ﹤0.01%
89,832
+30,626
2355
$568K ﹤0.01%
19,543
-15,522
2356
$568K ﹤0.01%
30,371
-590
2357
$566K ﹤0.01%
19,126
2358
$564K ﹤0.01%
18,102
-101
2359
$564K ﹤0.01%
79,793
-3,010
2360
$564K ﹤0.01%
79,864
-1,351
2361
$561K ﹤0.01%
12,243
+4,900
2362
$561K ﹤0.01%
19,837
+9,945
2363
$561K ﹤0.01%
100,732
-3,147
2364
$560K ﹤0.01%
33,727
-351
2365
$558K ﹤0.01%
9,063
-10,549
2366
$558K ﹤0.01%
+50,194
2367
$558K ﹤0.01%
59,226
-799
2368
$557K ﹤0.01%
22,080
+69
2369
$556K ﹤0.01%
35,292
-3,445
2370
$555K ﹤0.01%
67,219
+10,964
2371
$554K ﹤0.01%
18,109
-428
2372
$553K ﹤0.01%
15,744
-4,636
2373
$553K ﹤0.01%
8,495
-1,782
2374
$552K ﹤0.01%
54,671
-9,445
2375
$552K ﹤0.01%
62,084
+13,276
93 94
95
96 97