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
3326
$37K ﹤0.01%
11,107
+165
3327
$35.4K ﹤0.01%
11,170
-141,038
3328
$32.5K ﹤0.01%
+10,149
3329
$32.1K ﹤0.01%
10,604
+592
3330
$31.5K ﹤0.01%
12,400
-20,822
3331
$30.3K ﹤0.01%
21,200
3332
$28.2K ﹤0.01%
11,354
-3,300
3333
$27.4K ﹤0.01%
+31,500
3334
$26.7K ﹤0.01%
10,000
3335
$26.3K ﹤0.01%
16,968
-3,087
3336
$24.7K ﹤0.01%
16,783
+94
3337
$23.4K ﹤0.01%
13,542
3338
$23.4K ﹤0.01%
14,175
-9,921
3339
$23.2K ﹤0.01%
+18,383
3340
$22.7K ﹤0.01%
1,596
+66
3341
$22.6K ﹤0.01%
670
3342
$21.6K ﹤0.01%
2,066
+9
3343
$20.8K ﹤0.01%
2,371
3344
$20.1K ﹤0.01%
14,684
-255,084
3345
$16.9K ﹤0.01%
10,397
+132
3346
$16.6K ﹤0.01%
1,000
3347
$16.6K ﹤0.01%
25,090
-2,400
3348
$14.3K ﹤0.01%
1,081
-800
3349
$14.3K ﹤0.01%
26,469
-1,150
3350
$13.9K ﹤0.01%
10,840
132 133
134
135 136