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
3076
$239K ﹤0.01%
+11,597
3077
$239K ﹤0.01%
1,407
+137
3078
$239K ﹤0.01%
17,050
-2,199
3079
$238K ﹤0.01%
82,437
+41,937
3080
$238K ﹤0.01%
64,115
+17,699
3081
$238K ﹤0.01%
7,465
+750
3082
$237K ﹤0.01%
3,409
+165
3083
$237K ﹤0.01%
9,955
-806
3084
$237K ﹤0.01%
11,392
-7,461
3085
$237K ﹤0.01%
12,770
-728
3086
$237K ﹤0.01%
5,661
3087
$237K ﹤0.01%
8,698
-175
3088
$236K ﹤0.01%
+11,842
3089
$235K ﹤0.01%
21,556
-496
3090
$235K ﹤0.01%
6,971
+55
3091
$235K ﹤0.01%
5,179
+225
3092
$235K ﹤0.01%
6,045
3093
$234K ﹤0.01%
+3,691
3094
$234K ﹤0.01%
6,171
+34
3095
$234K ﹤0.01%
13,341
+33
3096
$234K ﹤0.01%
4,441
+13
3097
$233K ﹤0.01%
14,438
+2,432
3098
$232K ﹤0.01%
4,001
-10,964
3099
$230K ﹤0.01%
211,361
+17,139
3100
$230K ﹤0.01%
100,000
122 123
124
125 126