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
901
$9M 0.01%
26,920
+6,978
902
$8.98M 0.01%
137,458
+194
903
$8.97M 0.01%
24,179
+1,484
904
$8.95M 0.01%
191,769
+5,631
905
$8.93M 0.01%
132,346
-3,291
906
$8.92M 0.01%
161,445
+2,991
907
$8.89M 0.01%
497,106
+266,546
908
$8.87M 0.01%
57,422
-5,962
909
$8.86M 0.01%
174,757
-19
910
$8.81M 0.01%
115,705
+455
911
$8.79M 0.01%
222,310
-29,158
912
$8.78M 0.01%
94,768
+6,916
913
$8.75M 0.01%
176,613
-2,803
914
$8.75M 0.01%
162,129
+14,173
915
$8.73M 0.01%
60,592
+11,240
916
$8.72M 0.01%
78,331
+5,866
917
$8.69M 0.01%
98,273
-9,859
918
$8.68M 0.01%
297,787
-246,075
919
$8.65M 0.01%
197,849
+1,927
920
$8.64M 0.01%
75,001
-1,144
921
$8.63M 0.01%
230,625
+33,511
922
$8.61M 0.01%
685,283
+72,527
923
$8.57M 0.01%
30,929
+7,552
924
$8.57M 0.01%
826,995
-350,485
925
$8.57M 0.01%
391,191
+237,422
35 36
37
38 39