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
3251
$91.2K ﹤0.01%
14,245
-8,836
3252
$91.1K ﹤0.01%
50,866
-11,105
3253
$90.5K ﹤0.01%
+11,755
3254
$90.5K ﹤0.01%
22,564
3255
$90.4K ﹤0.01%
15,460
-20
3256
$90.1K ﹤0.01%
+5,425
3257
$88.4K ﹤0.01%
17,239
+1,769
3258
$87.6K ﹤0.01%
15,962
-6,350
3259
$87.4K ﹤0.01%
29,414
-4,913
3260
$86.1K ﹤0.01%
+14,200
3261
$85.8K ﹤0.01%
241,720
-31,200
3262
$85.8K ﹤0.01%
20,375
+10,000
3263
$85.6K ﹤0.01%
16,113
-1,234
3264
$84.5K ﹤0.01%
12,751
-5,286
3265
$84.1K ﹤0.01%
25,861
-14,027
3266
$83.5K ﹤0.01%
22,100
-12,600
3267
$83.3K ﹤0.01%
112,853
+60,856
3268
$83.2K ﹤0.01%
+10,584
3269
$82K ﹤0.01%
19,476
+712
3270
$81.2K ﹤0.01%
26,027
-493
3271
$81K ﹤0.01%
14,732
-1,547
3272
$80.8K ﹤0.01%
+11,900
3273
$80K ﹤0.01%
52,290
+225
3274
$80K ﹤0.01%
12,006
3275
$79.6K ﹤0.01%
+10,442
129 130
131
132 133