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
3226
$125K ﹤0.01%
12,103
+13
3227
$124K ﹤0.01%
13,261
+403
3228
$124K ﹤0.01%
67,531
+16,843
3229
$122K ﹤0.01%
49,200
+1,500
3230
$122K ﹤0.01%
13,381
-6,698
3231
$120K ﹤0.01%
12,615
+106
3232
$117K ﹤0.01%
89,500
+37,800
3233
$117K ﹤0.01%
+10,652
3234
$114K ﹤0.01%
20,142
+66
3235
$112K ﹤0.01%
11,440
+1,000
3236
$112K ﹤0.01%
96,292
3237
$107K ﹤0.01%
139,350
+2,500
3238
$107K ﹤0.01%
52,989
-2,985
3239
$105K ﹤0.01%
10,873
-1,508
3240
$103K ﹤0.01%
+11,318
3241
$102K ﹤0.01%
90,857
+58,657
3242
$101K ﹤0.01%
14,700
+2,350
3243
$96.6K ﹤0.01%
72,614
-8,404
3244
$96.5K ﹤0.01%
59,435
-800
3245
$96K ﹤0.01%
21,285
+5,716
3246
$94.5K ﹤0.01%
+41,626
3247
$94.5K ﹤0.01%
13,103
-4,649
3248
$93.3K ﹤0.01%
2,299
+10
3249
$92.3K ﹤0.01%
15,662
+1,177
3250
$91.4K ﹤0.01%
12,583
-1,503
128 129
130
131 132