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
1026
$7.05M 0.01%
195,694
-2,627
1027
$7.05M 0.01%
79,470
-3,061
1028
$7.05M 0.01%
122,293
+19,232
1029
$7.04M 0.01%
29,396
-298
1030
$7.04M 0.01%
182,314
-5,956
1031
$7.03M 0.01%
248,175
-34,942
1032
$6.96M 0.01%
269,057
+915
1033
$6.91M 0.01%
75,717
+30,694
1034
$6.9M 0.01%
266,436
-9,944
1035
$6.88M 0.01%
413,870
+110,940
1036
$6.88M 0.01%
311,753
+14,973
1037
$6.87M 0.01%
51,635
+12,274
1038
$6.86M 0.01%
54,990
-906
1039
$6.84M 0.01%
16,123
-2,934
1040
$6.82M 0.01%
331,917
-39,937
1041
$6.82M 0.01%
106,313
+13,239
1042
$6.79M 0.01%
16,113
+14
1043
$6.79M 0.01%
227,587
+7,382
1044
$6.76M 0.01%
110,013
-9,801
1045
$6.74M 0.01%
136,363
-1,764
1046
$6.72M 0.01%
52,909
+688
1047
$6.71M 0.01%
92,375
-673
1048
$6.7M 0.01%
131,151
+12,141
1049
$6.69M 0.01%
113,182
+21,067
1050
$6.68M 0.01%
136,824
-72,468
40 41
42
43 44