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
2801
$402K ﹤0.01%
3,584
-68
2802
$401K ﹤0.01%
8,114
-1,044
2803
$401K ﹤0.01%
21,687
-45,649
2804
$401K ﹤0.01%
31,769
+1,491
2805
$399K ﹤0.01%
4,298
-671
2806
$399K ﹤0.01%
6,561
+2,465
2807
$397K ﹤0.01%
19,236
-688
2808
$397K ﹤0.01%
19,946
-3,199
2809
$397K ﹤0.01%
4,219
-9,948
2810
$396K ﹤0.01%
24,100
+211
2811
$396K ﹤0.01%
+16,073
2812
$394K ﹤0.01%
13,030
-1,813
2813
$394K ﹤0.01%
+12,315
2814
$393K ﹤0.01%
14,260
+234
2815
$393K ﹤0.01%
40,033
+1,287
2816
$392K ﹤0.01%
16,005
-4,237
2817
$392K ﹤0.01%
6,507
-8,897
2818
$392K ﹤0.01%
+17,354
2819
$391K ﹤0.01%
33,490
-1,516
2820
$390K ﹤0.01%
6,197
-155
2821
$390K ﹤0.01%
20,275
-46,195
2822
$390K ﹤0.01%
15,883
-331
2823
$389K ﹤0.01%
+5,740
2824
$388K ﹤0.01%
2,048
+29
2825
$387K ﹤0.01%
8,331
+1,364
111 112
113
114 115