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
2701
$476K ﹤0.01%
12,848
+1,358
2702
$476K ﹤0.01%
21,665
+275
2703
$475K ﹤0.01%
9,812
+3,983
2704
$473K ﹤0.01%
15,142
+247
2705
$473K ﹤0.01%
42,924
-3,463
2706
$472K ﹤0.01%
31,182
-1,571
2707
$472K ﹤0.01%
+9,633
2708
$472K ﹤0.01%
41,926
-6,518
2709
$471K ﹤0.01%
+43,000
2710
$469K ﹤0.01%
34,603
-44,659
2711
$469K ﹤0.01%
260,485
-3,589
2712
$468K ﹤0.01%
5,340
-710
2713
$468K ﹤0.01%
8,664
-3,511
2714
$467K ﹤0.01%
12,272
+2,647
2715
$467K ﹤0.01%
9,594
-9,576
2716
$466K ﹤0.01%
8,598
-236
2717
$466K ﹤0.01%
8,424
+1,425
2718
$464K ﹤0.01%
15,721
-2,530
2719
$463K ﹤0.01%
4,242
-569
2720
$463K ﹤0.01%
4,681
-207
2721
$462K ﹤0.01%
23,146
-229
2722
$460K ﹤0.01%
3,703
-146
2723
$459K ﹤0.01%
12,774
+2,393
2724
$459K ﹤0.01%
11,279
-634
2725
$457K ﹤0.01%
2,465
+36
107 108
109
110 111