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
701
$14.4M 0.02%
459,281
-2,702
702
$14.4M 0.02%
291,643
-18,541
703
$14.4M 0.02%
27,145
+149
704
$14.4M 0.02%
632,591
+3,422
705
$14.3M 0.01%
193,422
-48,350
706
$14.3M 0.01%
499,475
-322,084
707
$14.3M 0.01%
57,522
+14,010
708
$14.3M 0.01%
126,763
-2,274
709
$14.2M 0.01%
286,617
+9,349
710
$14.2M 0.01%
423,815
+45,476
711
$14.2M 0.01%
166,851
+22,010
712
$14.2M 0.01%
86,722
+11,438
713
$14.2M 0.01%
167,628
+12,817
714
$14.2M 0.01%
187,939
-2,907
715
$14.1M 0.01%
67,727
-8,172
716
$14M 0.01%
231,752
+99,605
717
$14M 0.01%
144,810
-17,222
718
$14M 0.01%
37,823
+224
719
$13.9M 0.01%
119,311
-2,908
720
$13.9M 0.01%
304,218
-7,520
721
$13.9M 0.01%
1,100,076
+40,191
722
$13.9M 0.01%
1,842,986
-303
723
$13.8M 0.01%
163,084
+22,319
724
$13.8M 0.01%
40,035
-638
725
$13.7M 0.01%
239,103
-8,854
27 28
29
30 31