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
551
$21.4M 0.02%
158,117
-2,209
552
$21.3M 0.02%
456,688
-8,646
553
$21.3M 0.02%
293,964
-57,875
554
$21.2M 0.02%
262,156
+29,919
555
$21.2M 0.02%
204,143
-7,718
556
$21.2M 0.02%
230,351
-1,455
557
$21.1M 0.02%
146,355
-11,410
558
$21M 0.02%
503,990
+1,214
559
$20.9M 0.02%
618,213
+13,240
560
$20.8M 0.02%
81,782
-519
561
$20.8M 0.02%
410,665
+218,279
562
$20.8M 0.02%
203,756
-1,014
563
$20.6M 0.02%
400,061
+22,111
564
$20.3M 0.02%
112,665
+9,464
565
$20.2M 0.02%
437,112
+6,182
566
$20.2M 0.02%
133,541
+800
567
$20.1M 0.02%
263,283
+17,520
568
$20M 0.02%
66,803
-3,053
569
$20M 0.02%
208,962
+154
570
$20M 0.02%
254,760
+2,716
571
$19.9M 0.02%
198,021
+13,382
572
$19.9M 0.02%
412,493
+290,788
573
$19.7M 0.02%
275,505
+6,467
574
$19.7M 0.02%
55,471
-1,237
575
$19.6M 0.02%
106,493
+4,457
21 22
23
24 25