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
351
$43.2M 0.05%
297,177
-7,901
352
$43.2M 0.05%
1,200,624
+1,470
353
$43.1M 0.04%
1,160,409
+122,633
354
$43.1M 0.04%
1,836,719
+72,725
355
$42.7M 0.04%
260,307
+48,991
356
$42.6M 0.04%
192,814
-20,683
357
$42.5M 0.04%
181,429
+3,059
358
$42.3M 0.04%
371,086
-21,506
359
$42.3M 0.04%
998,146
-18,781
360
$42.2M 0.04%
175,054
+2,521
361
$41.7M 0.04%
163,990
+7,503
362
$41.7M 0.04%
1,122,788
+617,092
363
$41.6M 0.04%
474,564
+5,350
364
$41.6M 0.04%
78,100
-4,259
365
$41.5M 0.04%
517,452
-29,946
366
$41.5M 0.04%
679,238
+6,018
367
$41.1M 0.04%
410,528
+48,509
368
$40.7M 0.04%
227,751
+37,028
369
$40.5M 0.04%
1,192,865
-107,549
370
$40.3M 0.04%
306,725
+29,703
371
$40.1M 0.04%
933,829
-17,460
372
$40.1M 0.04%
315,176
+7,285
373
$39.4M 0.04%
190,605
+141,593
374
$39M 0.04%
772,718
+89,768
375
$39M 0.04%
218,464
-3,877
13 14
15
16 17