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
251
$73.7M 0.08%
1,430,141
-84,160
252
$73.6M 0.08%
493,833
+4,326
253
$73.4M 0.08%
172,495
+10,251
254
$72.7M 0.08%
780,684
+112,991
255
$71.9M 0.07%
838,372
-41,969
256
$71.7M 0.07%
1,437,702
+102,130
257
$70.4M 0.07%
660,474
-14,073
258
$69.6M 0.07%
264,192
-21,488
259
$69.4M 0.07%
246,818
+5,913
260
$68.8M 0.07%
710,769
-28,006
261
$68.4M 0.07%
876,324
+112,312
262
$68.1M 0.07%
516,517
+30,657
263
$68M 0.07%
96,451
-903
264
$67.8M 0.07%
1,291,573
+106,873
265
$67.6M 0.07%
301,414
-6,256
266
$67.6M 0.07%
1,412,895
+136,067
267
$67.5M 0.07%
196,659
+3,041
268
$66M 0.07%
52,053
-2,307
269
$65.9M 0.07%
338,363
+26,880
270
$65.6M 0.07%
867,967
-80,503
271
$65.5M 0.07%
226,310
+32,470
272
$64.8M 0.07%
645,893
+90,917
273
$64.5M 0.07%
565,765
-10,822
274
$63.8M 0.07%
172,706
+2,769
275
$63.7M 0.07%
2,323,552
+46,594
9 10
11
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