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
876
$9.37M 0.01%
575,592
+95,494
877
$9.35M 0.01%
22,280
+7,526
878
$9.3M 0.01%
130,810
+731
879
$9.29M 0.01%
179,759
+96,622
880
$9.28M 0.01%
304,452
-61,828
881
$9.28M 0.01%
72,088
-46,984
882
$9.28M 0.01%
152,887
+9,598
883
$9.27M 0.01%
112,442
+578
884
$9.24M 0.01%
260,548
+19,347
885
$9.24M 0.01%
4,370
+199
886
$9.21M 0.01%
182,419
+1,267
887
$9.19M 0.01%
691,852
+57,784
888
$9.18M 0.01%
181,742
+54,068
889
$9.15M 0.01%
283,272
-28,074
890
$9.15M 0.01%
25,003
+3,349
891
$9.15M 0.01%
195,428
+4,599
892
$9.14M 0.01%
44,966
+5,153
893
$9.13M 0.01%
251,543
+6,275
894
$9.12M 0.01%
48,438
-7,375
895
$9.12M 0.01%
129,007
+9,323
896
$9.1M 0.01%
95,305
-16,831
897
$9.09M 0.01%
107,222
+1,448
898
$9.08M 0.01%
18,702
-11,176
899
$9.08M 0.01%
1,096,063
+99,097
900
$9.03M 0.01%
40,007
-168
34 35
36
37 38