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
3001
$274K ﹤0.01%
15,424
-591
3002
$273K ﹤0.01%
+5,041
3003
$273K ﹤0.01%
12,477
-32,900
3004
$273K ﹤0.01%
17,463
-94
3005
$273K ﹤0.01%
18,439
+97
3006
$272K ﹤0.01%
5,435
+512
3007
$270K ﹤0.01%
4,455
+20
3008
$270K ﹤0.01%
2,533
+289
3009
$269K ﹤0.01%
7,341
+26
3010
$269K ﹤0.01%
22,265
+355
3011
$269K ﹤0.01%
7,337
+276
3012
$269K ﹤0.01%
7,759
3013
$269K ﹤0.01%
3,405
-528
3014
$269K ﹤0.01%
20,047
-2,028
3015
$269K ﹤0.01%
6,149
-16
3016
$269K ﹤0.01%
9,300
-192
3017
$268K ﹤0.01%
7,760
+43
3018
$268K ﹤0.01%
53,212
+31,194
3019
$267K ﹤0.01%
+7,696
3020
$266K ﹤0.01%
+4,149
3021
$266K ﹤0.01%
8,060
-2
3022
$265K ﹤0.01%
34,906
+2,925
3023
$265K ﹤0.01%
8,019
-81
3024
$265K ﹤0.01%
20,055
-175
3025
$264K ﹤0.01%
7,944
119 120
121
122 123