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
2901
$339K ﹤0.01%
13,378
-370
2902
$339K ﹤0.01%
13,662
+2,976
2903
$338K ﹤0.01%
15,130
+3,284
2904
$338K ﹤0.01%
17,506
-10,035
2905
$337K ﹤0.01%
1,157
-1,858
2906
$336K ﹤0.01%
8,568
-292
2907
$333K ﹤0.01%
109,700
+10,567
2908
$333K ﹤0.01%
4,243
-2
2909
$332K ﹤0.01%
3,953
+212
2910
$332K ﹤0.01%
+6,251
2911
$332K ﹤0.01%
11,379
-50,065
2912
$329K ﹤0.01%
3,530
-145
2913
$329K ﹤0.01%
18,221
+507
2914
$327K ﹤0.01%
16,496
+554
2915
$327K ﹤0.01%
5,367
-208
2916
$327K ﹤0.01%
13,822
+43
2917
$327K ﹤0.01%
5,154
+7
2918
$326K ﹤0.01%
+42,359
2919
$326K ﹤0.01%
11,448
+147
2920
$324K ﹤0.01%
6,000
2921
$324K ﹤0.01%
9,975
+403
2922
$324K ﹤0.01%
19,848
-314
2923
$323K ﹤0.01%
68,194
-468
2924
$323K ﹤0.01%
5,294
-3,939
2925
$321K ﹤0.01%
23,677
-1,625
115 116
117
118 119