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
1151
$5.56M 0.01%
250,429
+27,758
1152
$5.55M 0.01%
34,612
+251
1153
$5.55M 0.01%
30,140
-329
1154
$5.53M 0.01%
592,764
+140,931
1155
$5.53M 0.01%
104,011
-11,000
1156
$5.51M 0.01%
42,002
-3,109
1157
$5.5M 0.01%
62,030
+4,864
1158
$5.48M 0.01%
32,692
+10,968
1159
$5.48M 0.01%
171,632
+29,977
1160
$5.47M 0.01%
69,426
+32,168
1161
$5.47M 0.01%
44,315
+3,145
1162
$5.44M 0.01%
174,026
+1,596
1163
$5.43M 0.01%
104,049
+12,797
1164
$5.4M 0.01%
19,014
+1,611
1165
$5.4M 0.01%
272,675
+114,773
1166
$5.39M 0.01%
32,884
-448
1167
$5.38M 0.01%
22,168
-1,438
1168
$5.37M 0.01%
523,440
+187,668
1169
$5.36M 0.01%
372,212
-42,134
1170
$5.36M 0.01%
140,338
-30,344
1171
$5.35M 0.01%
28,632
-1,150
1172
$5.34M 0.01%
106,421
+3,186
1173
$5.32M 0.01%
106,669
+414
1174
$5.31M 0.01%
16,949
+3,380
1175
$5.3M 0.01%
55,175
-1,931
45 46
47
48 49