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
2726
$457K ﹤0.01%
3,513
-279
2727
$457K ﹤0.01%
+31,301
2728
$457K ﹤0.01%
14,658
-526
2729
$456K ﹤0.01%
2,992
+6
2730
$456K ﹤0.01%
4,697
-1,703
2731
$455K ﹤0.01%
15,928
-155
2732
$453K ﹤0.01%
+18,371
2733
$453K ﹤0.01%
5,750
-160
2734
$453K ﹤0.01%
34,572
-5,807
2735
$452K ﹤0.01%
16,519
-12,547
2736
$452K ﹤0.01%
20,315
2737
$451K ﹤0.01%
54,911
+881
2738
$451K ﹤0.01%
8,867
-264
2739
$449K ﹤0.01%
30,575
-952
2740
$449K ﹤0.01%
47,560
-3,250
2741
$449K ﹤0.01%
22,329
+4,763
2742
$448K ﹤0.01%
4,735
-54,634
2743
$448K ﹤0.01%
19,480
2744
$447K ﹤0.01%
+14,061
2745
$447K ﹤0.01%
4,398
-919
2746
$445K ﹤0.01%
7,915
-931
2747
$445K ﹤0.01%
18,003
+615
2748
$444K ﹤0.01%
38,047
-19,886
2749
$442K ﹤0.01%
5,743
+234
2750
$441K ﹤0.01%
+5,159
108 109
110
111 112