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
826
$10.6M 0.01%
195,573
+26,006
827
$10.6M 0.01%
114,165
+4,213
828
$10.6M 0.01%
193,081
+16,609
829
$10.5M 0.01%
1,101,559
+15,614
830
$10.5M 0.01%
155,673
+28,100
831
$10.5M 0.01%
107,940
+7,441
832
$10.5M 0.01%
41,214
-18,218
833
$10.5M 0.01%
287,817
+150,408
834
$10.4M 0.01%
208,027
+4,461
835
$10.4M 0.01%
151,795
-2,189
836
$10.4M 0.01%
116,515
+4,625
837
$10.4M 0.01%
135,252
-6,883
838
$10.3M 0.01%
106,068
+24,655
839
$10.3M 0.01%
100,212
+3,339
840
$10.2M 0.01%
562,227
-215,597
841
$10.2M 0.01%
65,995
+5,245
842
$10.2M 0.01%
104,933
-2,577
843
$10.1M 0.01%
96,032
+9,341
844
$10.1M 0.01%
102,168
-3,286
845
$10.1M 0.01%
200,286
-13,952
846
$10.1M 0.01%
61,466
+9,603
847
$10.1M 0.01%
46,962
+4,433
848
$10M 0.01%
224,118
-24,760
849
$10M 0.01%
75,409
+211
850
$9.99M 0.01%
115,764
-15,077
32 33
34
35 36