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
2676
$500K ﹤0.01%
39,454
-6,150
2677
$497K ﹤0.01%
18,044
+3,213
2678
$495K ﹤0.01%
37,475
+20,499
2679
$495K ﹤0.01%
+7,578
2680
$495K ﹤0.01%
17,978
2681
$495K ﹤0.01%
41,935
+5,274
2682
$495K ﹤0.01%
+9,649
2683
$494K ﹤0.01%
4,643
+258
2684
$493K ﹤0.01%
10,671
-456
2685
$493K ﹤0.01%
1,961
-542
2686
$492K ﹤0.01%
48,328
-155,525
2687
$490K ﹤0.01%
9,857
+4,470
2688
$489K ﹤0.01%
7,827
+215
2689
$489K ﹤0.01%
41,541
-69,713
2690
$488K ﹤0.01%
21,971
-543
2691
$488K ﹤0.01%
15,195
-8,395
2692
$488K ﹤0.01%
77,886
-8,097
2693
$487K ﹤0.01%
16,785
+1,495
2694
$483K ﹤0.01%
37,824
+16,899
2695
$483K ﹤0.01%
40,850
-6,500
2696
$482K ﹤0.01%
4,615
-317
2697
$479K ﹤0.01%
44,506
-7,390
2698
$478K ﹤0.01%
45,616
+7,418
2699
$477K ﹤0.01%
26,035
-832
2700
$476K ﹤0.01%
13,657
-6,938
106 107
108
109 110