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
2376
$552K ﹤0.01%
56,794
+5,600
2377
$552K ﹤0.01%
9,383
-49
2378
$552K ﹤0.01%
16,866
-247
2379
$552K ﹤0.01%
31,552
-2,021
2380
$551K ﹤0.01%
7,313
+105
2381
$551K ﹤0.01%
4,034
+29
2382
$551K ﹤0.01%
13,205
+302
2383
$551K ﹤0.01%
3,369
-48
2384
$550K ﹤0.01%
60,347
-18,364
2385
$549K ﹤0.01%
48,351
+7,583
2386
$549K ﹤0.01%
6,130
-16
2387
$548K ﹤0.01%
14,958
-8,189
2388
$548K ﹤0.01%
15,542
+590
2389
$546K ﹤0.01%
58,652
+1,724
2390
$541K ﹤0.01%
79,219
+42,160
2391
$534K ﹤0.01%
12,533
-1,639
2392
$532K ﹤0.01%
9,866
+67
2393
$532K ﹤0.01%
28,101
-40,010
2394
$532K ﹤0.01%
7,011
-182
2395
$531K ﹤0.01%
82,854
+779
2396
$531K ﹤0.01%
11,460
+1,332
2397
$531K ﹤0.01%
12,570
+1,185
2398
$530K ﹤0.01%
12,591
+6,541
2399
$530K ﹤0.01%
31,819
+1,767
2400
$529K ﹤0.01%
14,300
-3,050
94 95
96
97 98