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 Inc
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
– –
-37,704
3402
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-20,741
3403
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-15,168
3404
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-31,945
3405
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-58,099
3406
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-10,194
3407
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-46,100
3408
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-22,789
3409
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-12,916
3410
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-11,133
3411
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-49,150
3412
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-200
3413
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-9,839
3414
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-38,658
3415
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-21,270
3416
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-11,460
3417
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-15,094
3418
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3419
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-227,947
3420
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-15,856
3421
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-12,593
3422
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-25,025
3423
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-4,329
3424
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-37,800
3425
– –
-12,000
135 136
137
138 139