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
3276
$75.5K ﹤0.01%
45,490
-200
3277
$74.7K ﹤0.01%
+24,175
3278
$74.7K ﹤0.01%
2,406
+193
3279
$74.4K ﹤0.01%
12,161
+308
3280
$74K ﹤0.01%
12,944
-4,803
3281
$73.6K ﹤0.01%
14,756
-1,352
3282
$73K ﹤0.01%
11,072
3283
$72.9K ﹤0.01%
10,500
-8,800
3284
$72.5K ﹤0.01%
15,431
+543
3285
$72.1K ﹤0.01%
+11,440
3286
$71.8K ﹤0.01%
17,768
-1,583
3287
$69.8K ﹤0.01%
17,545
+1,282
3288
$69.7K ﹤0.01%
+11,258
3289
$69.6K ﹤0.01%
12,808
+761
3290
$67.7K ﹤0.01%
+11,160
3291
$67.4K ﹤0.01%
19,711
+3,932
3292
$67.2K ﹤0.01%
+15,023
3293
$66.3K ﹤0.01%
16,137
+98
3294
$62.7K ﹤0.01%
22,250
3295
$62.6K ﹤0.01%
13,009
-169
3296
$61.1K ﹤0.01%
+17,821
3297
$60.4K ﹤0.01%
25,710
3298
$60.1K ﹤0.01%
15,566
-715
3299
$57.4K ﹤0.01%
+14,099
3300
$56.7K ﹤0.01%
97,500
+3,000
130 131
132
133 134