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
2451
$231K ﹤0.01%
+6,732
2452
$231K ﹤0.01%
3,268
-1,048
2453
$231K ﹤0.01%
10,190
+104
2454
$231K ﹤0.01%
+1,142
2455
$231K ﹤0.01%
24,473
+9,239
2456
$230K ﹤0.01%
3,997
+43
2457
$230K ﹤0.01%
+7,701
2458
$229K ﹤0.01%
17,380
+1,450
2459
$229K ﹤0.01%
+4,521
2460
$229K ﹤0.01%
19,349
-5,181
2461
$229K ﹤0.01%
7,987
-12,922
2462
$228K ﹤0.01%
2,924
-428
2463
$228K ﹤0.01%
4,300
-795
2464
$228K ﹤0.01%
+3,202
2465
$228K ﹤0.01%
+4,509
2466
$227K ﹤0.01%
8,487
-743
2467
$227K ﹤0.01%
7,114
-46,785
2468
$227K ﹤0.01%
11,675
+875
2469
$226K ﹤0.01%
4,780
-2,941
2470
$226K ﹤0.01%
14,532
2471
$226K ﹤0.01%
8,000
2472
$226K ﹤0.01%
2,726
-1,106
2473
$226K ﹤0.01%
23,095
-1,065
2474
$225K ﹤0.01%
4,692
-1,472
2475
$225K ﹤0.01%
+9,715
97 98
99
100 101