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
3101
$230K ﹤0.01%
6,007
+280
3102
$230K ﹤0.01%
28,494
-10,116
3103
$230K ﹤0.01%
1,137
-74
3104
$229K ﹤0.01%
+5,271
3105
$229K ﹤0.01%
1,995
-155
3106
$227K ﹤0.01%
+2,988
3107
$227K ﹤0.01%
2,769
+71
3108
$226K ﹤0.01%
+9,821
3109
$226K ﹤0.01%
90,811
+9,359
3110
$226K ﹤0.01%
15,982
+362
3111
$224K ﹤0.01%
13,975
+3,900
3112
$224K ﹤0.01%
8,055
+100
3113
$223K ﹤0.01%
+78,250
3114
$222K ﹤0.01%
3,443
+167
3115
$222K ﹤0.01%
14,776
+24
3116
$222K ﹤0.01%
13,206
-177
3117
$222K ﹤0.01%
5,184
-149
3118
$221K ﹤0.01%
40,537
+2,237
3119
$220K ﹤0.01%
14,691
-1,824
3120
$219K ﹤0.01%
+1,938
3121
$219K ﹤0.01%
2,464
+19
3122
$219K ﹤0.01%
14,788
3123
$218K ﹤0.01%
+9,269
3124
$218K ﹤0.01%
61,658
+14,181
3125
$218K ﹤0.01%
+9,425
123 124
125
126 127