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
776
$12.4M 0.01%
62,639
+29,520
777
$12.3M 0.01%
378,315
-5,715
778
$12.3M 0.01%
492,216
+45,952
779
$12.3M 0.01%
85,194
-2,929
780
$12.3M 0.01%
121,841
-10,631
781
$12.2M 0.01%
65,046
+2,375
782
$12.2M 0.01%
20,456
-3,489
783
$12.1M 0.01%
243,053
+68,662
784
$12.1M 0.01%
299,314
-18,106
785
$12M 0.01%
58,954
+14
786
$12M 0.01%
596,418
+56,976
787
$12M 0.01%
122,254
+10,248
788
$12M 0.01%
49,251
-496
789
$12M 0.01%
1,208,680
-161,372
790
$11.9M 0.01%
374,577
+66,154
791
$11.9M 0.01%
398,186
-42,465
792
$11.9M 0.01%
473,539
+40,936
793
$11.8M 0.01%
27,166
-19,976
794
$11.8M 0.01%
269,150
-22,224
795
$11.7M 0.01%
309,509
+6,868
796
$11.7M 0.01%
382,948
-41,233
797
$11.6M 0.01%
60,630
+535
798
$11.6M 0.01%
184,739
-95,409
799
$11.6M 0.01%
67,856
+12,727
800
$11.5M 0.01%
169,580
+21,193
30 31
32
33 34