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
426
$31.8M 0.03%
156,669
+3,031
427
$31.8M 0.03%
45,612
+174
428
$31.7M 0.03%
552,958
+44,340
429
$31.5M 0.03%
370,980
-18,567
430
$31.5M 0.03%
420,853
+5,797
431
$31.2M 0.03%
420,635
+19,648
432
$31M 0.03%
900,237
+196,558
433
$30.8M 0.03%
366,127
+81,954
434
$30.8M 0.03%
48,827
-21,879
435
$30.7M 0.03%
126,776
-2,553
436
$30.7M 0.03%
705,644
+21,380
437
$30.7M 0.03%
280,455
+16,625
438
$30.6M 0.03%
395,956
-20,641
439
$30.5M 0.03%
274,212
+36,616
440
$30.2M 0.03%
785,096
+676,729
441
$30.1M 0.03%
67,324
+3,241
442
$30M 0.03%
915,906
-76,370
443
$29.9M 0.03%
527,458
+88,404
444
$29.9M 0.03%
595,424
-112,432
445
$29.9M 0.03%
1,287,791
+120,020
446
$29.8M 0.03%
377,747
+42,012
447
$29.2M 0.03%
600,763
-3,966
448
$29.2M 0.03%
460,129
+23,697
449
$29.2M 0.03%
217,607
+60
450
$29M 0.03%
656,168
-20,820
16 17
18
19 20