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
3176
$176K ﹤0.01%
18,990
-2,073
3177
$175K ﹤0.01%
16,769
+17
3178
$172K ﹤0.01%
+13,663
3179
$170K ﹤0.01%
21,467
-114,431
3180
$170K ﹤0.01%
23,982
-21,117
3181
$170K ﹤0.01%
26,270
-280
3182
$169K ﹤0.01%
13,193
-1,528
3183
$168K ﹤0.01%
23,318
+11,596
3184
$168K ﹤0.01%
107,557
+26,920
3185
$164K ﹤0.01%
12,141
-918
3186
$164K ﹤0.01%
47,851
-4,047
3187
$163K ﹤0.01%
+10,024
3188
$163K ﹤0.01%
11,750
-781
3189
$163K ﹤0.01%
15,505
-183
3190
$162K ﹤0.01%
42,402
-43,680
3191
$161K ﹤0.01%
20,461
-38,107
3192
$158K ﹤0.01%
12,675
+2,450
3193
$158K ﹤0.01%
14,820
+117
3194
$156K ﹤0.01%
10,900
3195
$155K ﹤0.01%
31,050
-328
3196
$155K ﹤0.01%
10,000
3197
$154K ﹤0.01%
22,768
-1,071
3198
$153K ﹤0.01%
+32,977
3199
$152K ﹤0.01%
66,869
-57,083
3200
$152K ﹤0.01%
35,690
-65
126 127
128
129 130