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
$96B
AUM Growth
+$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,523
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$139M
3
+$59M
4
GPC icon
Genuine Parts
GPC
+$52M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$45.3M

Top Sells

1
+$185M
2
+$133M
3
+$79.2M
4
WMT icon
Walmart
WMT
+$78.9M
5
HSIC icon
Henry Schein
HSIC
+$76M

Sector Composition

1 Technology 20.14%
2 Industrials 9.95%
3 Financials 9.37%
4 Healthcare 8.44%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83.9M 0.09%
2,457,238
-215,809
227
$83.6M 0.09%
635,920
+131,821
228
$83.2M 0.09%
880,188
+9,573
229
$81.9M 0.09%
1,249,432
-99,472
230
$81.8M 0.09%
857,547
+38,320
231
$81.3M 0.08%
987,659
+24,393
232
$79.9M 0.08%
371,955
+104,070
233
$79.7M 0.08%
247,251
+47,136
234
$79.3M 0.08%
359,358
-4,698
235
$79.2M 0.08%
496,590
+31,225
236
$78.9M 0.08%
1,176,530
+78,284
237
$78.7M 0.08%
368,381
+1,780
238
$77.9M 0.08%
853,431
-28,346
239
$77.7M 0.08%
774,181
-29,697
240
$77.6M 0.08%
437,450
-21,818
241
$77.2M 0.08%
879,249
-587
242
$77.2M 0.08%
716,521
+11,031
243
$76.9M 0.08%
627,436
-20,318
244
$76.3M 0.08%
1,276,951
+132,749
245
$76M 0.08%
688,006
+38,998
246
$76M 0.08%
1,483,591
+82,235
247
$75.9M 0.08%
1,452,188
+41,930
248
$75.8M 0.08%
1,504,649
+5,306
249
$74.2M 0.08%
394,413
+789
250
$73.7M 0.08%
393,031
-7,238
8 9
10
11 12