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
2751
$441K ﹤0.01%
16,994
+4,006
2752
$439K ﹤0.01%
11,278
-16
2753
$439K ﹤0.01%
10,113
+919
2754
$438K ﹤0.01%
17,152
-2,200
2755
$437K ﹤0.01%
+17,747
2756
$436K ﹤0.01%
+14,421
2757
$435K ﹤0.01%
282,350
+17,678
2758
$435K ﹤0.01%
38,208
+13,419
2759
$434K ﹤0.01%
3,291
+39
2760
$433K ﹤0.01%
59,414
+4,407
2761
$433K ﹤0.01%
6,894
-179
2762
$431K ﹤0.01%
6,016
-1,752
2763
$431K ﹤0.01%
10,881
-2,211
2764
$430K ﹤0.01%
64,056
-1,333
2765
$429K ﹤0.01%
3,954
-967
2766
$429K ﹤0.01%
1,431
-49
2767
$429K ﹤0.01%
10,716
-475
2768
$428K ﹤0.01%
337,158
-287,718
2769
$427K ﹤0.01%
15,537
-161
2770
$427K ﹤0.01%
24,216
-5,217
2771
$426K ﹤0.01%
32,050
-8,007
2772
$426K ﹤0.01%
2,428
+20
2773
$426K ﹤0.01%
+21,672
2774
$425K ﹤0.01%
8,353
+504
2775
$425K ﹤0.01%
49,023
+35,021
109 110
111
112 113