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
3051
$251K ﹤0.01%
3,891
-266
3052
$251K ﹤0.01%
13,803
-1,860
3053
$250K ﹤0.01%
3,389
+348
3054
$250K ﹤0.01%
1,843
-13
3055
$248K ﹤0.01%
21,883
3056
$248K ﹤0.01%
2,934
+130
3057
$248K ﹤0.01%
13,777
-14,632
3058
$247K ﹤0.01%
69,124
-21,276
3059
$247K ﹤0.01%
10,284
-65
3060
$246K ﹤0.01%
28,415
-6,464
3061
$246K ﹤0.01%
12,300
-4,259
3062
$246K ﹤0.01%
6,492
-205
3063
$245K ﹤0.01%
32,956
-5,136
3064
$244K ﹤0.01%
11,411
+1,284
3065
$244K ﹤0.01%
16,989
-734
3066
$244K ﹤0.01%
16,425
3067
$243K ﹤0.01%
23,085
-6,341
3068
$242K ﹤0.01%
+25,071
3069
$241K ﹤0.01%
60,000
3070
$241K ﹤0.01%
4,695
+346
3071
$240K ﹤0.01%
6,128
-19
3072
$240K ﹤0.01%
1,824
-120
3073
$240K ﹤0.01%
15,975
+23
3074
$240K ﹤0.01%
+2,398
3075
$240K ﹤0.01%
6,550
-25
121 122
123
124 125