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
2576
$592K ﹤0.01%
8,434
-7
2577
$592K ﹤0.01%
12,878
+426
2578
$590K ﹤0.01%
66,198
+3,089
2579
$588K ﹤0.01%
41,356
+446
2580
$588K ﹤0.01%
14,030
-2,195
2581
$587K ﹤0.01%
29,601
+1,517
2582
$587K ﹤0.01%
21,700
+1,350
2583
$586K ﹤0.01%
16,075
2584
$585K ﹤0.01%
19,413
-2,580
2585
$585K ﹤0.01%
55,060
-6,691
2586
$583K ﹤0.01%
30,422
-91,046
2587
$583K ﹤0.01%
66,078
+1,934
2588
$582K ﹤0.01%
66,930
+28,181
2589
$581K ﹤0.01%
11,386
-1,873
2590
$579K ﹤0.01%
+23,192
2591
$578K ﹤0.01%
146,262
-28,598
2592
$577K ﹤0.01%
27,566
+435
2593
$574K ﹤0.01%
8,503
-1,411
2594
$574K ﹤0.01%
+23,193
2595
$572K ﹤0.01%
35,123
-356
2596
$572K ﹤0.01%
420,364
-206,049
2597
$569K ﹤0.01%
16,094
+152
2598
$569K ﹤0.01%
7,699
+56
2599
$566K ﹤0.01%
144,082
-43,527
2600
$564K ﹤0.01%
73,129
+62,992
102 103
104
105 106