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
276
$63.2M 0.07%
367,223
-1,791
277
$63M 0.07%
487,683
-5,347
278
$62.8M 0.07%
570,367
-28,688
279
$62.6M 0.07%
315,942
+15,386
280
$62.6M 0.07%
340,993
-9,424
281
$62.3M 0.06%
709,295
+16,302
282
$62.3M 0.06%
841,874
-4,623
283
$62.3M 0.06%
353,067
+12,898
284
$62.2M 0.06%
907,115
+451,413
285
$62M 0.06%
433,829
+485
286
$61.6M 0.06%
1,228,449
-58,422
287
$60.9M 0.06%
1,139,510
-43,671
288
$60.4M 0.06%
624,253
+99,256
289
$60.4M 0.06%
500,270
-10,238
290
$60.3M 0.06%
973,625
-8,117
291
$59.9M 0.06%
105,174
+35,665
292
$59.8M 0.06%
2,190,631
-66,647
293
$59.6M 0.06%
742,294
-42,357
294
$59.1M 0.06%
206,868
+9,867
295
$58.7M 0.06%
11,813
+433
296
$58.1M 0.06%
751,983
+37,604
297
$58.1M 0.06%
767,309
-73,187
298
$57.8M 0.06%
281,444
+1,975
299
$57.5M 0.06%
645,322
+6,229
300
$56.9M 0.06%
550,510
-40,043
10 11
12
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