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
601
$18.4M 0.02%
478,920
-27,191
602
$18.4M 0.02%
213,452
-49
603
$18.3M 0.02%
448,356
+3,238
604
$18.3M 0.02%
178,969
+3,115
605
$18.2M 0.02%
78,566
+3,479
606
$17.9M 0.02%
709,683
-6,686
607
$17.9M 0.02%
589,502
+360
608
$17.7M 0.02%
309,474
+250,620
609
$17.7M 0.02%
161,282
+111,788
610
$17.7M 0.02%
346,708
+15,963
611
$17.7M 0.02%
709,674
+26,160
612
$17.7M 0.02%
141,390
+7,518
613
$17.5M 0.02%
83,658
+13,637
614
$17.5M 0.02%
125,639
+2,674
615
$17.4M 0.02%
64,283
+299
616
$17.4M 0.02%
138,316
-41,325
617
$17.3M 0.02%
656,678
-120,650
618
$17.3M 0.02%
76,861
+857
619
$17.2M 0.02%
10,129
-1,975
620
$17.2M 0.02%
28,634
-157
621
$17.1M 0.02%
802,778
-155,457
622
$17.1M 0.02%
215,837
+30,247
623
$17.1M 0.02%
276,810
+12,080
624
$17M 0.02%
721,592
-47,468
625
$17M 0.02%
607,023
+291,539
23 24
25
26 27