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
101
$208M 0.22%
3,842,281
-1,001,458
102
$207M 0.22%
396,029
-935
103
$206M 0.21%
2,878,522
-113,850
104
$203M 0.21%
1,038,825
+28,606
105
$201M 0.21%
1,602,131
-5,792
106
$201M 0.21%
829,955
+7,424
107
$200M 0.21%
1,896,614
-16,192
108
$198M 0.21%
1,570,248
+29,508
109
$198M 0.21%
682,806
+16,887
110
$193M 0.2%
4,400,593
-50,224
111
$193M 0.2%
839,180
-8,168
112
$191M 0.2%
2,717,353
-59,346
113
$190M 0.2%
2,314,579
+74,738
114
$189M 0.2%
684,986
+1,093
115
$189M 0.2%
7,779,263
-18,087
116
$187M 0.19%
3,582,781
+65,330
117
$187M 0.19%
2,361,150
+1,763,130
118
$186M 0.19%
1,096,767
+132,019
119
$186M 0.19%
625,695
+10,141
120
$181M 0.19%
779,010
+10,123
121
$181M 0.19%
916,228
-7,617
122
$180M 0.19%
1,410,961
+127,126
123
$179M 0.19%
1,557,253
+66,345
124
$179M 0.19%
2,003,198
-5,083
125
$178M 0.19%
420,362
-9,257
3 4
5
6 7