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
951
$8.24M 0.01%
470,386
+452,963
952
$8.16M 0.01%
81,949
-11,216
953
$8.11M 0.01%
30,010
-209
954
$8.1M 0.01%
96,994
+7,294
955
$8.1M 0.01%
534,778
+30,364
956
$8.08M 0.01%
125,011
+1,034
957
$8.04M 0.01%
127,441
+14,594
958
$8.03M 0.01%
871,706
+4,684
959
$7.98M 0.01%
232,463
-243,866
960
$7.96M 0.01%
311,235
-12,055
961
$7.94M 0.01%
733,417
+57,499
962
$7.92M 0.01%
93,478
-2,182
963
$7.91M 0.01%
204,661
+57,382
964
$7.89M 0.01%
396,618
+39,039
965
$7.87M 0.01%
212,081
+3,961
966
$7.86M 0.01%
84,966
-20,003
967
$7.86M 0.01%
101,013
+8,142
968
$7.82M 0.01%
85,666
-16,809
969
$7.82M 0.01%
172,142
+1,744
970
$7.81M 0.01%
100,409
+10,813
971
$7.81M 0.01%
295,980
+44,048
972
$7.8M 0.01%
82,083
-2,651
973
$7.78M 0.01%
4,507
-60
974
$7.73M 0.01%
266,654
+32,526
975
$7.7M 0.01%
85,637
+6,525
37 38
39
40 41