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
451
$28.8M 0.03%
303,174
+266,859
452
$28.8M 0.03%
232,888
+8,196
453
$28.8M 0.03%
1,393,256
+66,725
454
$28.6M 0.03%
123,981
+28,263
455
$28.5M 0.03%
255,658
+9,728
456
$28.5M 0.03%
54,800
+2,879
457
$28.4M 0.03%
269,834
-10,127
458
$28.3M 0.03%
116,384
+8,498
459
$28.1M 0.03%
93,686
+25,104
460
$28.1M 0.03%
540,773
+30,649
461
$28.1M 0.03%
1,401,040
-449,393
462
$27.6M 0.03%
1,420,813
+87,187
463
$27.5M 0.03%
155,316
+3,316
464
$27.4M 0.03%
896,827
-40,870
465
$27.3M 0.03%
249,275
-8,528
466
$27.1M 0.03%
38,086
-10,159
467
$27.1M 0.03%
276,350
+9,005
468
$27M 0.03%
47,430
-12,439
469
$27M 0.03%
835,803
-55,199
470
$26.9M 0.03%
127,331
+2,810
471
$26.9M 0.03%
55,455
+7,544
472
$26.8M 0.03%
127,997
-3,350
473
$26.7M 0.03%
562,584
+30,023
474
$26.6M 0.03%
114,216
+6,894
475
$26.4M 0.03%
894,681
+7,009
17 18
19
20 21