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
851
$9.98M 0.01%
86,209
-1,911
852
$9.95M 0.01%
503,796
+32,665
853
$9.95M 0.01%
132,653
-69,249
854
$9.91M 0.01%
117,191
+21,168
855
$9.89M 0.01%
117,528
+384
856
$9.89M 0.01%
384,316
+19,818
857
$9.84M 0.01%
431,315
+35,241
858
$9.82M 0.01%
77,293
+5,310
859
$9.81M 0.01%
408,478
+8,547
860
$9.78M 0.01%
98,048
-40,681
861
$9.77M 0.01%
74,044
-7,217
862
$9.74M 0.01%
165,997
-641
863
$9.74M 0.01%
8,163
+876
864
$9.72M 0.01%
169,641
-2,907
865
$9.71M 0.01%
1,031,760
-54,491
866
$9.7M 0.01%
1,187,659
+65,726
867
$9.66M 0.01%
128,938
+10,491
868
$9.65M 0.01%
167,962
-806
869
$9.61M 0.01%
128,519
+12,084
870
$9.56M 0.01%
+296,457
871
$9.5M 0.01%
325,059
-2,053
872
$9.49M 0.01%
61,191
+13,912
873
$9.47M 0.01%
519,987
-33,591
874
$9.47M 0.01%
259,774
-3,937
875
$9.43M 0.01%
99,538
+43,090
33 34
35
36 37