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
476
$26.4M 0.03%
170,443
-18,281
477
$26.3M 0.03%
1,153,023
+25,686
478
$26.2M 0.03%
1,024,101
+186,891
479
$25.9M 0.03%
963,413
-7,306
480
$25.9M 0.03%
696,719
+149,968
481
$25.9M 0.03%
222,871
+332
482
$25.7M 0.03%
336,953
+6,311
483
$25.7M 0.03%
879,187
-28,477
484
$25.6M 0.03%
611,808
-42,176
485
$25.6M 0.03%
503,357
+69,992
486
$25.4M 0.03%
527,170
-35,377
487
$25.3M 0.03%
225,353
+71,697
488
$25.3M 0.03%
172,667
+4,154
489
$25.3M 0.03%
514,981
+21,200
490
$25.1M 0.03%
339,635
-359
491
$25.1M 0.03%
179,678
-368
492
$25M 0.03%
174,751
+23,705
493
$24.9M 0.03%
237,020
-20,781
494
$24.8M 0.03%
310,943
+1,227
495
$24.8M 0.03%
889,358
-167
496
$24.8M 0.03%
363,027
-12,484
497
$24.7M 0.03%
99,913
+616
498
$24.6M 0.03%
246,627
+22,701
499
$24.5M 0.03%
231,012
+75,213
500
$24.5M 0.03%
664,917
+31,933
18 19
20
21 22