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
3026
$264K ﹤0.01%
24,559
-485
3027
$264K ﹤0.01%
2,937
+102
3028
$264K ﹤0.01%
1,189
+12
3029
$263K ﹤0.01%
1,066
-787
3030
$261K ﹤0.01%
11,080
+1,905
3031
$261K ﹤0.01%
14,295
+77
3032
$261K ﹤0.01%
31,248
+3,415
3033
$260K ﹤0.01%
10,707
-7,925
3034
$260K ﹤0.01%
21,967
+21
3035
$260K ﹤0.01%
14,357
-7
3036
$259K ﹤0.01%
8,384
-724
3037
$259K ﹤0.01%
51,012
-2,315
3038
$257K ﹤0.01%
+10,644
3039
$257K ﹤0.01%
20,463
+370
3040
$257K ﹤0.01%
+3,631
3041
$257K ﹤0.01%
17,577
+20
3042
$257K ﹤0.01%
3,778
-1,053
3043
$256K ﹤0.01%
+3,323
3044
$255K ﹤0.01%
11,466
-5,200
3045
$254K ﹤0.01%
30,169
-122,211
3046
$254K ﹤0.01%
150,000
-75
3047
$253K ﹤0.01%
+4,736
3048
$252K ﹤0.01%
8,880
-738
3049
$252K ﹤0.01%
3,786
-4,820
3050
$252K ﹤0.01%
+4,950
120 121
122
123 124