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
76
$273M 0.28%
1,162,985
+24,132
77
$269M 0.28%
2,093,597
+188,870
78
$261M 0.27%
6,530,138
+73,597
79
$259M 0.27%
412,634
+8,089
80
$259M 0.27%
519,687
-23,670
81
$259M 0.27%
700,701
-12,326
82
$257M 0.27%
5,664,014
+36,461
83
$256M 0.27%
1,064,372
+15,834
84
$247M 0.26%
397,332
+7,196
85
$245M 0.26%
1,342,369
-39,764
86
$245M 0.26%
585,593
+561
87
$245M 0.26%
5,566,095
+895,089
88
$245M 0.26%
6,559,313
+50,052
89
$244M 0.25%
1,439,201
+44,696
90
$243M 0.25%
1,583,218
-42,135
91
$241M 0.25%
9,087,804
-287,478
92
$237M 0.25%
653,025
-12,613
93
$229M 0.24%
2,156,932
-122,335
94
$223M 0.23%
1,647,094
+42,385
95
$222M 0.23%
550,925
+34,527
96
$222M 0.23%
1,844,814
-15,938
97
$220M 0.23%
610,336
+14,927
98
$214M 0.22%
4,250,905
+901,237
99
$209M 0.22%
1,845,917
-296,387
100
$209M 0.22%
1,802,962
+19,991
2 3
4
5 6