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
976
$7.68M 0.01%
74,292
-8,271
977
$7.68M 0.01%
114,854
-157,409
978
$7.67M 0.01%
42,555
-1,349
979
$7.67M 0.01%
23,084
-185
980
$7.66M 0.01%
404,195
+8,240
981
$7.61M 0.01%
213,512
+48,752
982
$7.58M 0.01%
500,246
+99,755
983
$7.58M 0.01%
67,166
+9,771
984
$7.56M 0.01%
78,678
+27,190
985
$7.56M 0.01%
186,340
+108,832
986
$7.54M 0.01%
100,559
-17,089
987
$7.51M 0.01%
651,076
-300,693
988
$7.51M 0.01%
345,606
+53,110
989
$7.5M 0.01%
56,661
-10,103
990
$7.47M 0.01%
235,703
-3,388
991
$7.47M 0.01%
187,844
+6,019
992
$7.46M 0.01%
179,471
-161,704
993
$7.46M 0.01%
810,183
+149,448
994
$7.43M 0.01%
114,374
+4,533
995
$7.43M 0.01%
50,152
+24,888
996
$7.4M 0.01%
40,366
+123
997
$7.4M 0.01%
268,229
-6,885
998
$7.39M 0.01%
66,046
-276
999
$7.39M 0.01%
211,493
+28,988
1000
$7.36M 0.01%
124,478
+5,896
38 39
40
41 42