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
3126
$218K ﹤0.01%
3,534
-865
3127
$218K ﹤0.01%
4,685
-213
3128
$217K ﹤0.01%
+16,539
3129
$217K ﹤0.01%
15,380
+80
3130
$217K ﹤0.01%
37,941
+3,480
3131
$217K ﹤0.01%
2,121
-246
3132
$216K ﹤0.01%
13,613
-22,400
3133
$216K ﹤0.01%
4,920
3134
$216K ﹤0.01%
3,560
+12
3135
$216K ﹤0.01%
1,172
3136
$215K ﹤0.01%
18,597
-5,097
3137
$215K ﹤0.01%
5,076
+355
3138
$214K ﹤0.01%
10,990
+10
3139
$214K ﹤0.01%
6,472
+41
3140
$213K ﹤0.01%
30,560
-500
3141
$212K ﹤0.01%
8,947
-1,239
3142
$211K ﹤0.01%
20,297
-13,146
3143
$211K ﹤0.01%
+2,678
3144
$211K ﹤0.01%
+6,589
3145
$210K ﹤0.01%
2,129
3146
$210K ﹤0.01%
71,514
-3,300
3147
$209K ﹤0.01%
14,774
-14,242
3148
$209K ﹤0.01%
+11,336
3149
$209K ﹤0.01%
+10,467
3150
$208K ﹤0.01%
+11,717
124 125
126
127 128