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
2951
$305K ﹤0.01%
155,436
-34,822
2952
$304K ﹤0.01%
9,574
+138
2953
$303K ﹤0.01%
16,101
+162
2954
$303K ﹤0.01%
2,799
-917
2955
$302K ﹤0.01%
8,273
+441
2956
$302K ﹤0.01%
6,200
2957
$302K ﹤0.01%
18,791
+1,286
2958
$302K ﹤0.01%
20,997
+4,628
2959
$301K ﹤0.01%
24,784
+5,534
2960
$300K ﹤0.01%
2,313
-624
2961
$300K ﹤0.01%
23,476
+10,759
2962
$297K ﹤0.01%
19,546
-506
2963
$297K ﹤0.01%
8,719
-768
2964
$297K ﹤0.01%
4,755
2965
$296K ﹤0.01%
58,915
-6,180
2966
$296K ﹤0.01%
10,995
+25
2967
$296K ﹤0.01%
6,107
+135
2968
$295K ﹤0.01%
3,253
-2,658
2969
$295K ﹤0.01%
3,082
2970
$294K ﹤0.01%
26,290
+4,160
2971
$294K ﹤0.01%
+35,725
2972
$294K ﹤0.01%
+12,651
2973
$293K ﹤0.01%
12,440
-86
2974
$293K ﹤0.01%
4,464
-73
2975
$291K ﹤0.01%
31,770
+2,060
117 118
119
120 121