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
726
$13.7M 0.01%
182,274
+3,577
727
$13.7M 0.01%
45,825
-629
728
$13.7M 0.01%
703,523
+52,527
729
$13.7M 0.01%
321,566
+11,866
730
$13.7M 0.01%
408,121
+857
731
$13.6M 0.01%
109,172
-5,940
732
$13.6M 0.01%
638,793
+87,798
733
$13.6M 0.01%
205,568
-2,124
734
$13.5M 0.01%
41,354
+131
735
$13.5M 0.01%
496,548
-1,264
736
$13.5M 0.01%
169,264
-58,835
737
$13.5M 0.01%
130,826
-3,964
738
$13.5M 0.01%
176,210
+27,434
739
$13.5M 0.01%
102,278
-5,348
740
$13.5M 0.01%
295,284
-12,288
741
$13.5M 0.01%
177,541
+1,098
742
$13.4M 0.01%
39,819
-294
743
$13.4M 0.01%
512,616
+9,717
744
$13.3M 0.01%
147,062
+4,830
745
$13.3M 0.01%
349,908
+92,775
746
$13.2M 0.01%
92,123
-1,288
747
$13.2M 0.01%
526,030
+41,537
748
$13.2M 0.01%
615,581
+6,107
749
$13.2M 0.01%
454,150
+13,306
750
$13.2M 0.01%
546,875
+43,597
28 29
30
31 32