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
2376
$263K ﹤0.01%
7,770
+510
2377
$263K ﹤0.01%
4,571
-38,964
2378
$263K ﹤0.01%
3,253
-263
2379
$262K ﹤0.01%
31,148
+88
2380
$262K ﹤0.01%
18,740
2381
$262K ﹤0.01%
18,728
-96
2382
$262K ﹤0.01%
+17,737
2383
$261K ﹤0.01%
6,064
-1,240
2384
$260K ﹤0.01%
5,289
-1,701
2385
$260K ﹤0.01%
4,500
-8,177
2386
$260K ﹤0.01%
14,700
+300
2387
$260K ﹤0.01%
12,744
+164
2388
$259K ﹤0.01%
13,387
+314
2389
$259K ﹤0.01%
4,213
-665
2390
$258K ﹤0.01%
+27,055
2391
$256K ﹤0.01%
3,830
+164
2392
$256K ﹤0.01%
7,000
-5,990
2393
$256K ﹤0.01%
40,045
-1,782
2394
$256K ﹤0.01%
24,981
+28
2395
$256K ﹤0.01%
+3,927
2396
$255K ﹤0.01%
+9,941
2397
$254K ﹤0.01%
12,550
-5,300
2398
$254K ﹤0.01%
20,759
-3,350
2399
$253K ﹤0.01%
2,446
-39
2400
$253K ﹤0.01%
5,957
-1,018
94 95
96
97 98