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
2551
$620K ﹤0.01%
34,948
+5
2552
$619K ﹤0.01%
+18,500
2553
$617K ﹤0.01%
34,001
-31,265
2554
$617K ﹤0.01%
25,260
+826
2555
$617K ﹤0.01%
44,028
+25
2556
$615K ﹤0.01%
72,043
-24,544
2557
$615K ﹤0.01%
17,247
+6,189
2558
$615K ﹤0.01%
34,161
-10,108
2559
$613K ﹤0.01%
44,844
-3,592
2560
$611K ﹤0.01%
8,876
+414
2561
$609K ﹤0.01%
23,702
-3,834
2562
$605K ﹤0.01%
7,347
-32
2563
$605K ﹤0.01%
3,008
-154
2564
$604K ﹤0.01%
6,349
-3,295
2565
$603K ﹤0.01%
9,554
+1,049
2566
$601K ﹤0.01%
24,101
-1,632
2567
$601K ﹤0.01%
22,347
-5,490
2568
$600K ﹤0.01%
12,426
-776
2569
$598K ﹤0.01%
70,988
+14,835
2570
$596K ﹤0.01%
207,041
-1,468
2571
$595K ﹤0.01%
17,085
-261
2572
$594K ﹤0.01%
24,816
+13,544
2573
$593K ﹤0.01%
13,085
-1,093
2574
$593K ﹤0.01%
60,831
+5,681
2575
$593K ﹤0.01%
15,287
-478
101 102
103
104 105