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
1126
$5.84M 0.01%
103,380
-8,153
1127
$5.82M 0.01%
452,197
+163,550
1128
$5.82M 0.01%
103,615
+505
1129
$5.81M 0.01%
62,930
+2,319
1130
$5.81M 0.01%
54,821
+12,018
1131
$5.8M 0.01%
9,433
+601
1132
$5.76M 0.01%
435,141
-5,525
1133
$5.75M 0.01%
159,701
+87,716
1134
$5.74M 0.01%
96,036
+2,506
1135
$5.74M 0.01%
53,493
-872
1136
$5.74M 0.01%
75,318
+1,327
1137
$5.72M 0.01%
105,534
-5,045
1138
$5.71M 0.01%
28,325
+6,747
1139
$5.67M 0.01%
967,838
+96,299
1140
$5.67M 0.01%
93,562
-86,916
1141
$5.66M 0.01%
70,220
+1,077
1142
$5.66M 0.01%
54,518
-2,376
1143
$5.65M 0.01%
177,098
-2,326
1144
$5.65M 0.01%
97,178
-1,869
1145
$5.63M 0.01%
179,995
+58,747
1146
$5.62M 0.01%
50,985
-3,337
1147
$5.6M 0.01%
580,171
+157,261
1148
$5.59M 0.01%
53,521
-1,511
1149
$5.59M 0.01%
45,933
+9,511
1150
$5.57M 0.01%
88,047
-76,606
44 45
46
47 48