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
2651
$521K ﹤0.01%
+103,048
2652
$521K ﹤0.01%
5,352
+562
2653
$520K ﹤0.01%
54,103
-5,491
2654
$519K ﹤0.01%
18,853
-2,248
2655
$518K ﹤0.01%
14,852
-4,816
2656
$518K ﹤0.01%
7,270
+538
2657
$517K ﹤0.01%
17,635
-20,626
2658
$517K ﹤0.01%
7,389
-260
2659
$516K ﹤0.01%
31,958
+6,876
2660
$511K ﹤0.01%
+14,982
2661
$511K ﹤0.01%
7,310
+241
2662
$510K ﹤0.01%
8,080
-413
2663
$509K ﹤0.01%
16,280
-650
2664
$506K ﹤0.01%
7,015
-1,807
2665
$506K ﹤0.01%
9,894
-144
2666
$505K ﹤0.01%
10,270
+223
2667
$505K ﹤0.01%
5,268
+2,598
2668
$505K ﹤0.01%
6,237
2669
$505K ﹤0.01%
50,659
-1,192
2670
$505K ﹤0.01%
25,227
-439
2671
$504K ﹤0.01%
4,012
-56
2672
$504K ﹤0.01%
60,988
-23,319
2673
$503K ﹤0.01%
5,602
+6
2674
$502K ﹤0.01%
21,541
+153
2675
$502K ﹤0.01%
+77,662
105 106
107
108 109