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
3426
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-13,429
3427
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-21,900
3428
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-2,453
3429
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-438,519
3430
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3431
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-20,519
3432
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-7,336
3433
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-4,255
3434
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-15,962
3435
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-4,954
3436
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-4,703
3437
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-7,836
3438
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-4,456
3439
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3440
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-4,271
3441
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3442
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3443
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-20,229
3444
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3445
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-11,442
3446
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-788
3447
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-25,840
3448
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-10,895
3449
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-4,442
3450
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-2,702
136 137
138
139 140