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
2876
$359K ﹤0.01%
3,813
-5
2877
$359K ﹤0.01%
12,000
-147
2878
$359K ﹤0.01%
14,288
-497
2879
$358K ﹤0.01%
4,924
+2
2880
$356K ﹤0.01%
117,943
-16,906
2881
$356K ﹤0.01%
79,931
-17,889
2882
$355K ﹤0.01%
166,000
+15,676
2883
$355K ﹤0.01%
9,486
+1,244
2884
$353K ﹤0.01%
6,518
-1,968
2885
$352K ﹤0.01%
38,049
+2,159
2886
$352K ﹤0.01%
18,976
+1,193
2887
$352K ﹤0.01%
8,235
2888
$352K ﹤0.01%
9,789
+206
2889
$351K ﹤0.01%
4,210
-1,519
2890
$349K ﹤0.01%
+4,367
2891
$348K ﹤0.01%
14,565
-209
2892
$347K ﹤0.01%
72,946
-27,554
2893
$347K ﹤0.01%
38,136
-337
2894
$346K ﹤0.01%
45,056
-22,805
2895
$342K ﹤0.01%
+15,681
2896
$342K ﹤0.01%
28,006
-31,712
2897
$342K ﹤0.01%
5,277
-8,440
2898
$340K ﹤0.01%
14,615
-70
2899
$340K ﹤0.01%
8,159
2900
$340K ﹤0.01%
8,163
+594
114 115
116
117 118