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
2476
$701K ﹤0.01%
10,256
+1,960
2477
$699K ﹤0.01%
5,248
-663
2478
$699K ﹤0.01%
21,489
+793
2479
$698K ﹤0.01%
30,646
-568
2480
$698K ﹤0.01%
15,083
+2,381
2481
$698K ﹤0.01%
279,007
-11,471
2482
$697K ﹤0.01%
4,219
+125
2483
$697K ﹤0.01%
17,859
-5,794
2484
$696K ﹤0.01%
41,497
+15,447
2485
$693K ﹤0.01%
47,429
+101
2486
$692K ﹤0.01%
63,279
-2,746
2487
$690K ﹤0.01%
92,582
-1,942
2488
$688K ﹤0.01%
+21,485
2489
$688K ﹤0.01%
12,640
+657
2490
$688K ﹤0.01%
56,825
+1,640
2491
$682K ﹤0.01%
26,816
+16,931
2492
$681K ﹤0.01%
35,550
-2,600
2493
$681K ﹤0.01%
39,500
2494
$681K ﹤0.01%
4,577
+16
2495
$680K ﹤0.01%
19,512
+1,924
2496
$679K ﹤0.01%
17,793
-27,818
2497
$679K ﹤0.01%
48,495
+2,360
2498
$679K ﹤0.01%
+41,006
2499
$679K ﹤0.01%
+11,528
2500
$677K ﹤0.01%
23,972
-3,489
98 99
100
101 102