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
2851
$373K ﹤0.01%
3,978
-64
2852
$373K ﹤0.01%
10,285
+730
2853
$373K ﹤0.01%
9,829
+200
2854
$373K ﹤0.01%
38,100
2855
$372K ﹤0.01%
36,713
+1,112
2856
$372K ﹤0.01%
8,725
+860
2857
$372K ﹤0.01%
37,905
+26,000
2858
$372K ﹤0.01%
28,341
+11,378
2859
$372K ﹤0.01%
8,084
2860
$371K ﹤0.01%
10,365
-271
2861
$371K ﹤0.01%
2,200
-2
2862
$371K ﹤0.01%
3,945
+433
2863
$369K ﹤0.01%
3,352
+37
2864
$368K ﹤0.01%
24,907
-3,762
2865
$367K ﹤0.01%
31,709
-600
2866
$364K ﹤0.01%
+8,834
2867
$364K ﹤0.01%
95,593
2868
$363K ﹤0.01%
+35,600
2869
$362K ﹤0.01%
6,386
+221
2870
$362K ﹤0.01%
42,792
+14,232
2871
$361K ﹤0.01%
62,195
+753
2872
$361K ﹤0.01%
26,785
-1,659
2873
$360K ﹤0.01%
8,241
-690
2874
$360K ﹤0.01%
31,985
+2,428
2875
$359K ﹤0.01%
4,503
-3,045
113 114
115
116 117