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
651
$16.2M 0.02%
73,831
-2,700
652
$16.2M 0.02%
147,433
-22,028
653
$16.2M 0.02%
334,652
+3,397
654
$16.2M 0.02%
738,507
-286,414
655
$16.1M 0.02%
124,759
-4,349
656
$16.1M 0.02%
137,022
+102,748
657
$16.1M 0.02%
579,488
-34,602
658
$16.1M 0.02%
74,583
-4,706
659
$16.1M 0.02%
103,942
-4,092
660
$16.1M 0.02%
320,861
-121,571
661
$16M 0.02%
1,288,626
-321,172
662
$16M 0.02%
320,215
-303,999
663
$16M 0.02%
35,113
-904
664
$16M 0.02%
76,031
+3,088
665
$16M 0.02%
144,226
+3,501
666
$15.9M 0.02%
312,639
+14,948
667
$15.8M 0.02%
678,435
+33,015
668
$15.7M 0.02%
386,560
-9,425
669
$15.6M 0.02%
960,482
-164,772
670
$15.6M 0.02%
1,581,205
-323,002
671
$15.6M 0.02%
168,688
+25,276
672
$15.6M 0.02%
369,245
-6,280
673
$15.5M 0.02%
333,762
-25,262
674
$15.5M 0.02%
135,211
-3,368
675
$15.5M 0.02%
382,917
-1,437
25 26
27
28 29