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
2601
$563K ﹤0.01%
24,402
-39
2602
$561K ﹤0.01%
149,647
-2,502
2603
$561K ﹤0.01%
3,852
+49
2604
$560K ﹤0.01%
70,354
-927
2605
$559K ﹤0.01%
8,968
+1,544
2606
$558K ﹤0.01%
+6,584
2607
$555K ﹤0.01%
51,373
2608
$555K ﹤0.01%
14,509
+863
2609
$552K ﹤0.01%
17,233
-2,150
2610
$551K ﹤0.01%
167,088
+26,938
2611
$549K ﹤0.01%
32,065
-29
2612
$548K ﹤0.01%
4,614
-389
2613
$546K ﹤0.01%
6,121
-10,290
2614
$545K ﹤0.01%
+9,109
2615
$545K ﹤0.01%
42,477
-11,869
2616
$545K ﹤0.01%
13,370
-4,386
2617
$544K ﹤0.01%
+128,700
2618
$543K ﹤0.01%
623
+11
2619
$542K ﹤0.01%
+8,295
2620
$542K ﹤0.01%
12,904
+1,484
2621
$541K ﹤0.01%
6,206
+1,319
2622
$541K ﹤0.01%
47,573
-22,641
2623
$541K ﹤0.01%
2,924
-69
2624
$540K ﹤0.01%
6,376
-2,774
2625
$540K ﹤0.01%
14,688
+721
103 104
105
106 107