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
301
$56.4M 0.06%
381,427
+43,770
302
$56.3M 0.06%
942,621
+104,810
303
$56.2M 0.06%
1,474,551
+81,633
304
$56M 0.06%
301,101
-6,972
305
$55.7M 0.06%
1,357,244
-25,668
306
$55.3M 0.06%
939,011
+40,106
307
$54.6M 0.06%
221,849
+11,045
308
$54.5M 0.06%
116,034
-1,127
309
$54.5M 0.06%
444,181
-6,903
310
$54.2M 0.06%
1,030,441
-29,049
311
$54.1M 0.06%
674,495
+108,698
312
$54M 0.06%
165,291
+42,460
313
$53.7M 0.06%
189,201
+19,793
314
$53.6M 0.06%
149,326
-4,185
315
$53.3M 0.06%
835,567
+70,984
316
$53.1M 0.06%
449,443
+16,373
317
$52.7M 0.05%
1,029,629
-11,575
318
$52.6M 0.05%
1,091,861
+20,075
319
$52.4M 0.05%
454,532
+4,974
320
$52.1M 0.05%
889,563
+121,770
321
$51.5M 0.05%
707,090
+52,448
322
$51.3M 0.05%
511,695
-140
323
$51.1M 0.05%
2,333,402
+146,319
324
$51M 0.05%
449,280
+185,939
325
$50.4M 0.05%
1,008,070
+66,640
11 12
13
14 15