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
1176
$5.29M 0.01%
98,129
+11,200
1177
$5.28M 0.01%
42,039
+13,795
1178
$5.27M 0.01%
90,033
+9,306
1179
$5.26M 0.01%
44,712
-11,406
1180
$5.26M 0.01%
201,142
+2,617
1181
$5.26M 0.01%
21,162
-20
1182
$5.25M 0.01%
116,560
-246
1183
$5.25M 0.01%
58,216
+1,886
1184
$5.25M 0.01%
156,110
-3,076
1185
$5.25M 0.01%
259,667
+28,290
1186
$5.23M 0.01%
361,359
+12,203
1187
$5.23M 0.01%
393,016
-64,008
1188
$5.22M 0.01%
61,611
+1,046
1189
$5.22M 0.01%
33,749
-228
1190
$5.22M 0.01%
28,926
+1,069
1191
$5.21M 0.01%
120,425
+2,058
1192
$5.2M 0.01%
189,116
+2,889
1193
$5.19M 0.01%
61,077
-4,237
1194
$5.17M 0.01%
120,023
+319
1195
$5.16M 0.01%
93,222
+28,283
1196
$5.13M 0.01%
38,882
-11,464
1197
$5.12M 0.01%
172,817
+6,578
1198
$5.12M 0.01%
115,396
-120,247
1199
$5.11M 0.01%
92,162
-1,109
1200
$5.09M 0.01%
20,940
+1,014
46 47
48
49 50