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
526
$22.9M 0.02%
1,956,844
+358
527
$22.9M 0.02%
83,058
+306
528
$22.9M 0.02%
221,289
+57,465
529
$22.8M 0.02%
82,392
-4,059
530
$22.7M 0.02%
611,056
+51,590
531
$22.6M 0.02%
268,027
+3,819
532
$22.5M 0.02%
94,579
-1,705
533
$22.5M 0.02%
80,509
-1,414
534
$22.4M 0.02%
231,195
+84,963
535
$22.4M 0.02%
1,029,855
+131,951
536
$22.4M 0.02%
155,294
-1,363
537
$22.3M 0.02%
224,509
-13,485
538
$22.2M 0.02%
120,345
-229
539
$22M 0.02%
274,847
+46,353
540
$22M 0.02%
178,328
+36,253
541
$22M 0.02%
48,361
-29,449
542
$21.9M 0.02%
153,407
+12,097
543
$21.9M 0.02%
65,769
+10,262
544
$21.8M 0.02%
949,780
+44,662
545
$21.8M 0.02%
316,569
+46,784
546
$21.5M 0.02%
221,396
+2,369
547
$21.5M 0.02%
44,746
+1,837
548
$21.5M 0.02%
74,754
+2,674
549
$21.5M 0.02%
283,585
-44,837
550
$21.4M 0.02%
362,485
-23,441
20 21
22
23 24