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
2526
$650K ﹤0.01%
24,990
+15,968
2527
$649K ﹤0.01%
2,873
-553
2528
$648K ﹤0.01%
3,290
+438
2529
$647K ﹤0.01%
4,838
-10
2530
$646K ﹤0.01%
12,984
+393
2531
$645K ﹤0.01%
+12,203
2532
$642K ﹤0.01%
11,000
2533
$642K ﹤0.01%
1,773
-132
2534
$641K ﹤0.01%
12,477
+335
2535
$639K ﹤0.01%
15,655
+1,007
2536
$638K ﹤0.01%
27,056
-44,829
2537
$638K ﹤0.01%
73,228
-3,449
2538
$634K ﹤0.01%
32,736
-436
2539
$632K ﹤0.01%
24,635
-1,439
2540
$630K ﹤0.01%
12,308
2541
$628K ﹤0.01%
16,494
+461
2542
$628K ﹤0.01%
8,355
+2,708
2543
$628K ﹤0.01%
+9,555
2544
$627K ﹤0.01%
7,468
-379
2545
$627K ﹤0.01%
12,483
-401
2546
$625K ﹤0.01%
41,871
-6,685
2547
$625K ﹤0.01%
34,992
+5,482
2548
$623K ﹤0.01%
9,839
-166
2549
$622K ﹤0.01%
32,425
-207
2550
$622K ﹤0.01%
31,297
-482
100 101
102
103 104