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
1051
$6.68M 0.01%
216,276
-44,336
1052
$6.67M 0.01%
203,671
+3,413
1053
$6.65M 0.01%
257,635
+123,093
1054
$6.65M 0.01%
363,552
+59,661
1055
$6.6M 0.01%
190,438
+20,609
1056
$6.6M 0.01%
5,418
+979
1057
$6.6M 0.01%
71,593
-601
1058
$6.58M 0.01%
18,141
+13,794
1059
$6.56M 0.01%
204,358
-154,306
1060
$6.56M 0.01%
206,717
-48,896
1061
$6.55M 0.01%
304,289
+7,863
1062
$6.53M 0.01%
112,511
-216,656
1063
$6.52M 0.01%
223,244
-2,305
1064
$6.52M 0.01%
160,786
-44,539
1065
$6.48M 0.01%
556,084
+17,183
1066
$6.47M 0.01%
62,009
+2,270
1067
$6.47M 0.01%
75,151
+2,716
1068
$6.45M 0.01%
153,951
-2,481
1069
$6.44M 0.01%
94,088
+11,861
1070
$6.44M 0.01%
203,179
+21,341
1071
$6.43M 0.01%
18,003
+738
1072
$6.41M 0.01%
413,751
-8,013
1073
$6.41M 0.01%
442,067
+394
1074
$6.4M 0.01%
97,908
+708
1075
$6.4M 0.01%
159,876
+8,173
41 42
43
44 45