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
2926
$321K ﹤0.01%
36,829
-22,629
2927
$320K ﹤0.01%
43,949
-137
2928
$320K ﹤0.01%
+25,650
2929
$317K ﹤0.01%
105,625
+53
2930
$316K ﹤0.01%
32,006
-2,979
2931
$314K ﹤0.01%
16,975
+1,031
2932
$313K ﹤0.01%
36,266
+4,000
2933
$312K ﹤0.01%
6,144
-400
2934
$312K ﹤0.01%
15,146
-605
2935
$312K ﹤0.01%
9,732
+1,124
2936
$311K ﹤0.01%
38,712
+1,440
2937
$311K ﹤0.01%
+10,562
2938
$309K ﹤0.01%
22,728
-971
2939
$309K ﹤0.01%
9,472
-133
2940
$309K ﹤0.01%
26,223
+14,808
2941
$308K ﹤0.01%
6,259
-23,379
2942
$308K ﹤0.01%
25,227
+6,041
2943
$307K ﹤0.01%
28,844
-950
2944
$307K ﹤0.01%
4,966
-217
2945
$307K ﹤0.01%
+27,292
2946
$306K ﹤0.01%
30,845
+2,763
2947
$306K ﹤0.01%
50,574
-660
2948
$306K ﹤0.01%
8,117
+518
2949
$306K ﹤0.01%
3,009
+75
2950
$305K ﹤0.01%
15,102
-726
116 117
118
119 120