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
676
$15.5M 0.02%
224,539
-24,193
677
$15.5M 0.02%
664,331
+21,033
678
$15.4M 0.02%
900,713
-59,515
679
$15.4M 0.02%
88,663
+14,234
680
$15.4M 0.02%
207,067
-543
681
$15.4M 0.02%
129,135
+4,008
682
$15.4M 0.02%
99,087
+25
683
$15.2M 0.02%
1,006,103
+127,150
684
$15.2M 0.02%
107,531
+7,935
685
$15.2M 0.02%
194,807
+19,986
686
$15.1M 0.02%
269,912
+3,237
687
$15.1M 0.02%
550,633
+9,409
688
$15M 0.02%
324,490
-8,852
689
$15M 0.02%
260,007
+15,868
690
$14.9M 0.02%
79,490
-3,742
691
$14.9M 0.02%
431,469
+15,816
692
$14.9M 0.02%
79,595
-2,675
693
$14.8M 0.02%
321,518
+17,737
694
$14.8M 0.02%
543,670
+320,336
695
$14.7M 0.02%
221,908
-7,347
696
$14.7M 0.02%
241,985
-2,513
697
$14.5M 0.02%
251,510
-19,027
698
$14.5M 0.02%
399,136
-179,964
699
$14.5M 0.02%
211,811
+13,293
700
$14.5M 0.02%
87,140
+402
26 27
28
29 30