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
626
$17M 0.02%
248,911
-5,412
627
$16.9M 0.02%
56,133
-705
628
$16.8M 0.02%
240,231
+5,670
629
$16.8M 0.02%
188,781
+7,589
630
$16.8M 0.02%
58,091
+8,008
631
$16.7M 0.02%
114,546
-5,688
632
$16.7M 0.02%
81,441
-5,979
633
$16.7M 0.02%
698,714
+39,603
634
$16.7M 0.02%
187,219
+7,205
635
$16.7M 0.02%
494,592
-7,636
636
$16.7M 0.02%
609,478
+66,415
637
$16.6M 0.02%
90,055
-10,538
638
$16.6M 0.02%
223,857
-8,881
639
$16.5M 0.02%
118,340
+6,943
640
$16.5M 0.02%
126,470
-6,223
641
$16.5M 0.02%
225,801
+2,338
642
$16.5M 0.02%
140,298
+19,010
643
$16.5M 0.02%
95,899
+10,779
644
$16.5M 0.02%
563,562
+40,104
645
$16.5M 0.02%
272,052
-87,548
646
$16.4M 0.02%
129,060
-14,255
647
$16.4M 0.02%
71,508
+14,149
648
$16.4M 0.02%
94,173
+4,385
649
$16.3M 0.02%
94,080
+6,949
650
$16.3M 0.02%
353,831
-216,717
24 25
26
27 28