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
801
$11.5M 0.01%
140,586
-53,804
802
$11.4M 0.01%
396,893
+10,550
803
$11.3M 0.01%
459,680
+35,030
804
$11.3M 0.01%
562,279
+81,100
805
$11.2M 0.01%
526,679
+44,705
806
$11.2M 0.01%
177,615
+8,552
807
$11.2M 0.01%
157,768
-5,111
808
$11.1M 0.01%
3,475
+76
809
$11.1M 0.01%
828,376
-60,807
810
$11.1M 0.01%
268,413
+13,447
811
$11M 0.01%
26,723
-6,893
812
$11M 0.01%
91,293
+1,590
813
$11M 0.01%
73,987
+2,220
814
$10.9M 0.01%
122,694
-1,748
815
$10.9M 0.01%
218,753
+4,847
816
$10.9M 0.01%
258,776
-8,620
817
$10.9M 0.01%
234,830
+5,826
818
$10.8M 0.01%
166,663
+14,417
819
$10.8M 0.01%
961,174
+123,883
820
$10.8M 0.01%
78,390
+9,337
821
$10.8M 0.01%
687,476
+994
822
$10.7M 0.01%
97,072
+3,552
823
$10.7M 0.01%
351,389
+276,269
824
$10.7M 0.01%
56,385
+1,683
825
$10.7M 0.01%
259,414
+254,060
31 32
33
34 35