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
2826
$387K ﹤0.01%
14,967
+564
2827
$386K ﹤0.01%
9,447
-1,279
2828
$386K ﹤0.01%
8,921
2829
$386K ﹤0.01%
97,685
+653
2830
$385K ﹤0.01%
18,330
-499
2831
$385K ﹤0.01%
11,769
-7,094
2832
$385K ﹤0.01%
20,411
-697
2833
$384K ﹤0.01%
2,454
+25
2834
$384K ﹤0.01%
7,393
-827
2835
$383K ﹤0.01%
9,592
+1,808
2836
$383K ﹤0.01%
+8,251
2837
$380K ﹤0.01%
17,504
+887
2838
$380K ﹤0.01%
64,252
-1,815
2839
$379K ﹤0.01%
25,041
+10,041
2840
$378K ﹤0.01%
5,206
+205
2841
$378K ﹤0.01%
14,579
+1,105
2842
$378K ﹤0.01%
+9,038
2843
$377K ﹤0.01%
5,445
+1,293
2844
$377K ﹤0.01%
19,859
-11,934
2845
$377K ﹤0.01%
61,958
+21,168
2846
$376K ﹤0.01%
11,652
2847
$375K ﹤0.01%
4,707
-237
2848
$373K ﹤0.01%
22,045
-7,065
2849
$373K ﹤0.01%
13,299
-50
2850
$373K ﹤0.01%
138,791
-280,703
112 113
114
115 116