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
2451
$482K ﹤0.01%
25,786
-2,176
2452
$482K ﹤0.01%
13,814
-551
2453
$481K ﹤0.01%
10,023
+2,401
2454
$480K ﹤0.01%
12,300
2455
$480K ﹤0.01%
19,580
+619
2456
$479K ﹤0.01%
14,072
+6,937
2457
$478K ﹤0.01%
21,468
+1,686
2458
$478K ﹤0.01%
96,217
2459
$477K ﹤0.01%
11,410
+4,470
2460
$477K ﹤0.01%
55,745
-6,066
2461
$477K ﹤0.01%
23,708
2462
$476K ﹤0.01%
21,555
+9,680
2463
$476K ﹤0.01%
18,751
+2,689
2464
$476K ﹤0.01%
36,156
+17,220
2465
$475K ﹤0.01%
12,923
+2,719
2466
$475K ﹤0.01%
41,293
+588
2467
$475K ﹤0.01%
81,816
-3,077
2468
$475K ﹤0.01%
20,575
2469
$473K ﹤0.01%
66,992
-91
2470
$473K ﹤0.01%
+38,609
2471
$472K ﹤0.01%
72,269
+25,175
2472
$472K ﹤0.01%
18,372
-740
2473
$470K ﹤0.01%
64,500
-1,021
2474
$469K ﹤0.01%
427
+179
2475
$469K ﹤0.01%
28,207
+162
97 98
99
100 101