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
26
$593M 0.62%
1,221,014
+9,198
27
$561M 0.58%
9,480,111
+3,954
28
$561M 0.58%
1,914,692
-2,327
29
$544M 0.57%
2,903,235
+19,219
30
$537M 0.56%
4,336,225
-80,824
31
$537M 0.56%
1,336,961
+85,172
32
$532M 0.55%
8,550,271
+41,332
33
$531M 0.55%
2,328,689
+36,342
34
$492M 0.51%
2,576,656
+88,096
35
$478M 0.5%
6,887,155
+117,518
36
$474M 0.49%
1,634,572
+1,191
37
$473M 0.49%
2,224,932
+1,883,146
38
$471M 0.49%
2,335,557
-6,521
39
$466M 0.49%
5,835,665
-6,355
40
$462M 0.48%
903,654
+32,321
41
$462M 0.48%
5,076,478
+60,266
42
$458M 0.48%
2,579,230
+77,564
43
$458M 0.48%
5,005,203
+285,248
44
$456M 0.48%
1,374,873
-37,318
45
$452M 0.47%
4,316,414
+20,887
46
$447M 0.47%
1,763,792
+6,547
47
$445M 0.46%
982,660
-70,497
48
$442M 0.46%
419,482
-9,504
49
$437M 0.46%
8,233,999
-23,186
50
$436M 0.45%
740,418
+13,935
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