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
401
$35.7M 0.04%
285,721
+6,118
402
$35.4M 0.04%
1,459,446
+150,171
403
$35.1M 0.04%
329,526
+11,865
404
$35M 0.04%
1,140,511
-85,441
405
$34.7M 0.04%
535,600
+28,224
406
$34.4M 0.04%
1,905,320
-9,792
407
$34.3M 0.04%
174,366
-188,627
408
$33.9M 0.04%
595,900
+228,572
409
$33.7M 0.04%
749,902
-131,902
410
$33.4M 0.03%
547,005
+24,760
411
$33.4M 0.03%
1,352,057
+84,533
412
$33.3M 0.03%
97,547
-1,732
413
$33.3M 0.03%
624,290
+35,404
414
$33.2M 0.03%
658,860
-11,076
415
$33M 0.03%
192,557
-5,570
416
$32.9M 0.03%
86,085
+20,114
417
$32.8M 0.03%
418,748
-52,938
418
$32.7M 0.03%
247,413
+30,254
419
$32.7M 0.03%
16,405
-6,666
420
$32.3M 0.03%
923,123
+72,124
421
$32.1M 0.03%
124,939
-1,573
422
$32.1M 0.03%
304,083
-17,964
423
$32.1M 0.03%
396,121
+21,590
424
$31.9M 0.03%
753,582
+113,769
425
$31.9M 0.03%
1,236,448
+98,166
15 16
17
18 19