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
2626
$539K ﹤0.01%
7,321
-291
2627
$538K ﹤0.01%
+74,351
2628
$538K ﹤0.01%
21,804
-51,150
2629
$537K ﹤0.01%
42,659
+8,358
2630
$537K ﹤0.01%
10,041
-346
2631
$534K ﹤0.01%
27,376
+6,091
2632
$534K ﹤0.01%
28,175
+5,100
2633
$533K ﹤0.01%
64,345
-2,326
2634
$533K ﹤0.01%
23,700
-1,813
2635
$532K ﹤0.01%
34,901
+6,600
2636
$532K ﹤0.01%
23,412
-5,475
2637
$531K ﹤0.01%
11,073
+66
2638
$530K ﹤0.01%
17,542
-12,547
2639
$530K ﹤0.01%
7,508
+2,811
2640
$529K ﹤0.01%
+100,000
2641
$528K ﹤0.01%
19,847
+737
2642
$527K ﹤0.01%
33,487
-21,562
2643
$527K ﹤0.01%
25,193
-1,889
2644
$527K ﹤0.01%
12,191
+6,469
2645
$527K ﹤0.01%
3,393
-61
2646
$525K ﹤0.01%
17,475
+492
2647
$523K ﹤0.01%
33,117
+9,187
2648
$523K ﹤0.01%
51,017
+2,361
2649
$523K ﹤0.01%
14,390
-288
2650
$522K ﹤0.01%
9,104
+833
104 105
106
107 108