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
1101
$6.06M 0.01%
227,484
+4,933
1102
$6.05M 0.01%
405,528
+169,447
1103
$6.04M 0.01%
344,670
-47,792
1104
$6.04M 0.01%
32,227
+11,096
1105
$6.04M 0.01%
29,273
-7,114
1106
$6.03M 0.01%
256,338
-9,968
1107
$6.02M 0.01%
70,925
1108
$6.01M 0.01%
296,568
-88,405
1109
$6M 0.01%
347,703
+29,641
1110
$5.99M 0.01%
64,870
+3,886
1111
$5.99M 0.01%
413,937
-9,404
1112
$5.99M 0.01%
146,605
+15,509
1113
$5.98M 0.01%
415,739
+31,388
1114
$5.96M 0.01%
118,148
+8,559
1115
$5.95M 0.01%
43,473
-1,136
1116
$5.93M 0.01%
44,107
-2,113
1117
$5.93M 0.01%
245,579
+8,896
1118
$5.93M 0.01%
59,591
-3,982
1119
$5.92M 0.01%
63,856
+1,376
1120
$5.9M 0.01%
268,342
-295,078
1121
$5.89M 0.01%
39,786
-741
1122
$5.88M 0.01%
137,065
-13,815
1123
$5.88M 0.01%
140,375
+687
1124
$5.85M 0.01%
391,297
+187
1125
$5.85M 0.01%
43,811
+892
43 44
45
46 47