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
1076
$6.38M 0.01%
27,105
+1,199
1077
$6.38M 0.01%
65,439
+62
1078
$6.37M 0.01%
78,399
+48,367
1079
$6.35M 0.01%
63,870
-1,910
1080
$6.27M 0.01%
18,633
+284
1081
$6.26M 0.01%
101,704
+1,654
1082
$6.26M 0.01%
282,156
-51,277
1083
$6.25M 0.01%
56,733
+15,001
1084
$6.24M 0.01%
124,689
-42,183
1085
$6.24M 0.01%
52,390
+2,343
1086
$6.24M 0.01%
333,602
+15,738
1087
$6.24M 0.01%
38,823
+814
1088
$6.24M 0.01%
94,278
-2,309
1089
$6.21M 0.01%
166,960
-28,668
1090
$6.2M 0.01%
100,514
-6,182
1091
$6.2M 0.01%
106,256
+339
1092
$6.19M 0.01%
148,206
-1,853
1093
$6.19M 0.01%
36,167
+1,456
1094
$6.17M 0.01%
31,554
-576
1095
$6.16M 0.01%
110,728
-4,222
1096
$6.14M 0.01%
87,325
-1,057
1097
$6.11M 0.01%
108,690
+24,588
1098
$6.09M 0.01%
53,239
+4,431
1099
$6.08M 0.01%
234,424
+1,288
1100
$6.06M 0.01%
45,740
-52,721
42 43
44
45 46