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
576
$19.5M 0.02%
1,065,827
+55,246
577
$19.5M 0.02%
781,608
+9,709
578
$19.5M 0.02%
382,713
-41,289
579
$19.4M 0.02%
102,276
+5,115
580
$19.4M 0.02%
330,379
+11,567
581
$19.4M 0.02%
84,390
+415
582
$19.4M 0.02%
2,033,298
+88,749
583
$19.3M 0.02%
265,915
+22,901
584
$19.3M 0.02%
33,417
+4,204
585
$19.3M 0.02%
571,672
-35,095
586
$19.2M 0.02%
211,515
-49,910
587
$19.1M 0.02%
249,229
-958
588
$19.1M 0.02%
511,294
-14,416
589
$19M 0.02%
126,085
+54,383
590
$18.8M 0.02%
351,787
+26,224
591
$18.7M 0.02%
221,023
-45,826
592
$18.7M 0.02%
665,477
-11,737
593
$18.7M 0.02%
554,500
+151,564
594
$18.6M 0.02%
157,562
+907
595
$18.6M 0.02%
206,738
-81,371
596
$18.6M 0.02%
301,447
+28,133
597
$18.5M 0.02%
139,836
-3,871
598
$18.5M 0.02%
228,681
+46,649
599
$18.4M 0.02%
145,734
+17,208
600
$18.4M 0.02%
129,755
-14,028
22 23
24
25 26