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
926
$8.56M 0.01%
170,887
+53,051
927
$8.56M 0.01%
134,206
+3,536
928
$8.53M 0.01%
79,258
-574
929
$8.51M 0.01%
507,447
-26,047
930
$8.49M 0.01%
18,245
+1,485
931
$8.48M 0.01%
41,365
+294
932
$8.44M 0.01%
420,279
+47,587
933
$8.43M 0.01%
99,269
+9,242
934
$8.43M 0.01%
111,876
-1,417
935
$8.43M 0.01%
29,524
-713
936
$8.39M 0.01%
513,305
+301,736
937
$8.39M 0.01%
348,948
+33,109
938
$8.39M 0.01%
65,113
+2,372
939
$8.38M 0.01%
161,409
-7,750
940
$8.37M 0.01%
371,824
+166,270
941
$8.37M 0.01%
159,755
-9,038
942
$8.37M 0.01%
154,054
+16,442
943
$8.36M 0.01%
227,386
-8,932
944
$8.34M 0.01%
344,884
-2,623
945
$8.34M 0.01%
50,287
+10,323
946
$8.32M 0.01%
172,808
+10,494
947
$8.32M 0.01%
160,830
+3,230
948
$8.3M 0.01%
133,210
+3,533
949
$8.29M 0.01%
7,494
-4,834
950
$8.28M 0.01%
96,107
+74,316
36 37
38
39 40