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
3401
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-788
3402
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-25,840
3403
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-10,895
3404
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-4,442
3405
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3406
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-9,250
3407
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-5,985
3408
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-43,813
3409
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-10,000
3410
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-228,881
3411
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-9,839
3412
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-10,875
3413
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-179,296
3414
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-14,092
3415
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-7,999
3416
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-38,800
3417
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3418
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3419
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-27,641
3420
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-15,388
3421
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-14,709
3422
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-31,557
3423
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-10,882
3424
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-21,972
3425
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-10,504
135 136
137
138 139