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
751
$13.1M 0.01%
699,439
-3,983
752
$13.1M 0.01%
106,656
+4,281
753
$13.1M 0.01%
566,220
-16,027
754
$13M 0.01%
709,260
+22,003
755
$13M 0.01%
823,078
+47,232
756
$13M 0.01%
188,258
-2,637
757
$12.9M 0.01%
213,407
-9,233
758
$12.9M 0.01%
126,859
+1,276
759
$12.8M 0.01%
85,808
-51,379
760
$12.8M 0.01%
236,724
+7,342
761
$12.8M 0.01%
30,620
-272
762
$12.8M 0.01%
141,659
+65,849
763
$12.8M 0.01%
115,034
-4,534
764
$12.7M 0.01%
47,254
-244
765
$12.7M 0.01%
1,002,248
+93,190
766
$12.7M 0.01%
251,790
+45,919
767
$12.7M 0.01%
672,058
+225,230
768
$12.7M 0.01%
240,477
-137
769
$12.6M 0.01%
154,513
+143,043
770
$12.5M 0.01%
105,045
-12,101
771
$12.5M 0.01%
185,819
+33,156
772
$12.5M 0.01%
26,405
-50,145
773
$12.4M 0.01%
306,001
-75,222
774
$12.4M 0.01%
161,032
+56,211
775
$12.4M 0.01%
1,122,786
+499,426
29 30
31
32 33