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
2401
$529K ﹤0.01%
27,755
+216
2402
$527K ﹤0.01%
7,498
-2,352
2403
$523K ﹤0.01%
32,057
+12
2404
$520K ﹤0.01%
21,000
2405
$520K ﹤0.01%
18,062
2406
$520K ﹤0.01%
58,049
-1,280
2407
$519K ﹤0.01%
25,852
+1
2408
$519K ﹤0.01%
9,843
-531
2409
$518K ﹤0.01%
47,316
+1,000
2410
$518K ﹤0.01%
18,168
-4,516
2411
$516K ﹤0.01%
18,848
-29,218
2412
$515K ﹤0.01%
9,499
+936
2413
$514K ﹤0.01%
2,570
-97
2414
$514K ﹤0.01%
176,120
-75,146
2415
$513K ﹤0.01%
31,825
-9,182
2416
$513K ﹤0.01%
17,531
-3,601
2417
$510K ﹤0.01%
6,722
+256
2418
$507K ﹤0.01%
20,719
+1,841
2419
$507K ﹤0.01%
10,969
-123
2420
$507K ﹤0.01%
15,049
-4,658
2421
$506K ﹤0.01%
+12,207
2422
$506K ﹤0.01%
11,018
2423
$505K ﹤0.01%
21,583
+1,148
2424
$505K ﹤0.01%
3,133
+174
2425
$504K ﹤0.01%
62,056
-6,870
95 96
97
98 99