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
51
$430M 0.45%
4,822,980
-41,560
52
$429M 0.45%
3,983,984
+106,403
53
$424M 0.44%
1,929,002
+6,875
54
$419M 0.44%
2,895,858
-16,958
55
$416M 0.43%
1,245,383
+46,498
56
$409M 0.43%
385,562
-1,419
57
$395M 0.41%
2,135,184
+187,759
58
$392M 0.41%
1,123,627
-381,999
59
$391M 0.41%
3,240,516
-39,737
60
$381M 0.4%
2,344,408
+9,582
61
$367M 0.38%
1,825,175
+10,562
62
$366M 0.38%
1,402,444
-6,316
63
$366M 0.38%
694,084
+17,283
64
$365M 0.38%
1,615,131
+20,716
65
$359M 0.37%
1,587,452
+23,035
66
$358M 0.37%
3,906,155
+355,743
67
$354M 0.37%
1,943,450
+19,506
68
$342M 0.36%
657,096
-9,881
69
$324M 0.34%
729,301
-33,250
70
$321M 0.33%
1,106,437
+10,727
71
$299M 0.31%
6,260,429
-1,656,763
72
$298M 0.31%
726,659
+27,457
73
$295M 0.31%
1,769,566
-198,043
74
$292M 0.3%
2,502,852
+445,259
75
$288M 0.3%
1,614,964
+117,294
1 2
3
4 5