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
2501
$675K ﹤0.01%
9,932
+1,876
2502
$673K ﹤0.01%
55,896
+492
2503
$671K ﹤0.01%
28,699
-1,170
2504
$670K ﹤0.01%
+24,198
2505
$670K ﹤0.01%
10,682
-409
2506
$668K ﹤0.01%
12,336
+3,036
2507
$668K ﹤0.01%
36,029
+12,508
2508
$666K ﹤0.01%
129,649
-4,234
2509
$666K ﹤0.01%
27,017
+3,129
2510
$664K ﹤0.01%
34,577
-317
2511
$662K ﹤0.01%
11,296
+425
2512
$662K ﹤0.01%
16,371
-7,455
2513
$661K ﹤0.01%
8,943
+723
2514
$660K ﹤0.01%
43,246
+19,738
2515
$659K ﹤0.01%
12,564
+90
2516
$657K ﹤0.01%
7,039
-464
2517
$654K ﹤0.01%
30,169
+7,050
2518
$653K ﹤0.01%
11,875
-58,621
2519
$652K ﹤0.01%
69,990
+899
2520
$651K ﹤0.01%
35,732
+7
2521
$651K ﹤0.01%
64,384
+3,517
2522
$651K ﹤0.01%
4,341
+111
2523
$651K ﹤0.01%
13,760
+2,955
2524
$651K ﹤0.01%
23,976
+606
2525
$650K ﹤0.01%
37,536
-463,722
99 100
101
102 103