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
3151
$206K ﹤0.01%
15,417
-17,156
3152
$206K ﹤0.01%
+12,262
3153
$206K ﹤0.01%
+3,271
3154
$206K ﹤0.01%
3,509
+821
3155
$205K ﹤0.01%
+8,367
3156
$205K ﹤0.01%
39,593
+9,254
3157
$204K ﹤0.01%
+7,268
3158
$204K ﹤0.01%
+4,382
3159
$204K ﹤0.01%
16,512
-380
3160
$202K ﹤0.01%
6,949
-1,063
3161
$202K ﹤0.01%
3,876
+14
3162
$201K ﹤0.01%
41,300
+10,036
3163
$199K ﹤0.01%
23,453
-41
3164
$199K ﹤0.01%
41,673
-130,513
3165
$190K ﹤0.01%
+16,000
3166
$188K ﹤0.01%
30,584
+12,184
3167
$188K ﹤0.01%
16,288
+2,060
3168
$187K ﹤0.01%
21,074
-2,132
3169
$186K ﹤0.01%
10,436
-4,508
3170
$185K ﹤0.01%
16,437
-20,957
3171
$185K ﹤0.01%
18,325
-397
3172
$185K ﹤0.01%
16,775
3173
$178K ﹤0.01%
15,897
-47
3174
$177K ﹤0.01%
44,300
-2,750
3175
$177K ﹤0.01%
24,949
125 126
127
128 129