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
2426
$504K ﹤0.01%
104,077
+74,598
2427
$502K ﹤0.01%
47,178
-58,915
2428
$502K ﹤0.01%
19,518
2429
$502K ﹤0.01%
13,709
+97
2430
$500K ﹤0.01%
15,543
+583
2431
$500K ﹤0.01%
13,668
-252
2432
$499K ﹤0.01%
7,504
-827
2433
$499K ﹤0.01%
17,532
-5,329
2434
$498K ﹤0.01%
52,764
+4,515
2435
$497K ﹤0.01%
39,694
-8,000
2436
$497K ﹤0.01%
25,087
+12,766
2437
$495K ﹤0.01%
12,371
-614
2438
$494K ﹤0.01%
19,453
-350
2439
$494K ﹤0.01%
12,670
+714
2440
$494K ﹤0.01%
137,594
-2,387
2441
$492K ﹤0.01%
42,658
-290
2442
$488K ﹤0.01%
53,797
+34,468
2443
$487K ﹤0.01%
14,101
+1,728
2444
$486K ﹤0.01%
21,273
+3,076
2445
$485K ﹤0.01%
12,009
-294
2446
$485K ﹤0.01%
11,015
+231
2447
$485K ﹤0.01%
18,194
-4,399
2448
$484K ﹤0.01%
31,120
+14,727
2449
$484K ﹤0.01%
6,388
+1,032
2450
$483K ﹤0.01%
51,805
+4,880
96 97
98
99 100