Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$876M 2.69%
3,227,734
+1,374
2
$697M 2.14%
15,065,112
-37,696
3
$537M 1.65%
5,445,397
+67,058
4
$374M 1.15%
3,591,394
-34,255
5
$347M 1.06%
1,415,177
-45,686
6
$317M 0.97%
7,386,184
-340,505
7
$316M 0.97%
4,992,275
-93,869
8
$302M 0.93%
3,562,100
+12,040
9
$290M 0.89%
5,014,174
+533,984
10
$280M 0.86%
4,957,680
-316,380
11
$274M 0.84%
6,747,460
+333,828
12
$273M 0.84%
2,478,901
+129,885
13
$273M 0.84%
3,301,688
-22,444
14
$265M 0.81%
1,068,338
+48,749
15
$253M 0.77%
1,293,381
-1,991
16
$248M 0.76%
2,045,124
-2,329
17
$247M 0.76%
2,061,040
+189,578
18
$239M 0.73%
1,807,170
-59,568
19
$228M 0.7%
2,727,310
-81,922
20
$223M 0.69%
1,770,053
-80,526
21
$223M 0.68%
6,459,583
-669,484
22
$217M 0.67%
1,990,357
+62,301
23
$209M 0.64%
4,207,299
-313,238
24
$208M 0.64%
8,535,964
+1,467,556
25
$206M 0.63%
4,095,132
+89,227
1
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