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
2776
$424K ﹤0.01%
17,722
-4,165
2777
$424K ﹤0.01%
19,150
-4,825
2778
$424K ﹤0.01%
33,858
+2,038
2779
$420K ﹤0.01%
22,520
+6,413
2780
$419K ﹤0.01%
939
-3
2781
$419K ﹤0.01%
4,182
-173
2782
$418K ﹤0.01%
34,746
-11,743
2783
$417K ﹤0.01%
21,645
-756
2784
$416K ﹤0.01%
33,780
-4,468
2785
$415K ﹤0.01%
22,177
-398
2786
$414K ﹤0.01%
13,142
-662
2787
$412K ﹤0.01%
+22,831
2788
$412K ﹤0.01%
11,406
-2,580
2789
$411K ﹤0.01%
16,472
+142
2790
$410K ﹤0.01%
2,306
-1,251
2791
$409K ﹤0.01%
15,115
+566
2792
$409K ﹤0.01%
23,768
-2,713
2793
$409K ﹤0.01%
7,847
-6,715
2794
$408K ﹤0.01%
8,138
2795
$407K ﹤0.01%
37,458
+1,736
2796
$406K ﹤0.01%
8,599
+1,354
2797
$404K ﹤0.01%
7,815
-3,992
2798
$403K ﹤0.01%
6,791
2799
$403K ﹤0.01%
33,270
-30,041
2800
$403K ﹤0.01%
12,562
+4,474
110 111
112
113 114