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
3201
$151K ﹤0.01%
13,237
+775
3202
$150K ﹤0.01%
11,901
-231
3203
$149K ﹤0.01%
16,520
+1,200
3204
$148K ﹤0.01%
+11,809
3205
$148K ﹤0.01%
12,677
3206
$147K ﹤0.01%
+39,342
3207
$147K ﹤0.01%
28,673
+265
3208
$147K ﹤0.01%
41,203
-4,228
3209
$146K ﹤0.01%
13,100
-31,196
3210
$145K ﹤0.01%
13,759
+13
3211
$145K ﹤0.01%
17,824
+6,778
3212
$145K ﹤0.01%
25,000
+5,000
3213
$143K ﹤0.01%
3,673
+1,028
3214
$142K ﹤0.01%
15,306
-5,966
3215
$142K ﹤0.01%
+7,679
3216
$142K ﹤0.01%
43,479
+357
3217
$142K ﹤0.01%
16,999
+38
3218
$139K ﹤0.01%
76,946
-3,900
3219
$137K ﹤0.01%
14,328
+2,425
3220
$135K ﹤0.01%
12,116
+394
3221
$131K ﹤0.01%
+13,932
3222
$130K ﹤0.01%
12,228
-757
3223
$129K ﹤0.01%
14,369
-7,000
3224
$129K ﹤0.01%
12,146
+1,000
3225
$129K ﹤0.01%
10,313
+171
127 128
129
130 131