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
1226
$4.77M 0.01%
57,634
+4,799
1227
$4.76M 0.01%
69,884
-9,197
1228
$4.74M ﹤0.01%
58,439
+9,515
1229
$4.74M ﹤0.01%
158,011
+60,288
1230
$4.74M ﹤0.01%
234,905
-59,072
1231
$4.74M ﹤0.01%
78,372
+17,145
1232
$4.73M ﹤0.01%
30,139
+1,587
1233
$4.72M ﹤0.01%
13,774
-544
1234
$4.71M ﹤0.01%
46,628
-9,472
1235
$4.71M ﹤0.01%
275,728
+44,999
1236
$4.71M ﹤0.01%
98,515
+9,324
1237
$4.7M ﹤0.01%
70,483
-20,446
1238
$4.69M ﹤0.01%
310,356
+201,460
1239
$4.68M ﹤0.01%
42,732
-136
1240
$4.67M ﹤0.01%
186,594
+143,942
1241
$4.67M ﹤0.01%
180,158
+11,103
1242
$4.67M ﹤0.01%
85,348
+70,193
1243
$4.65M ﹤0.01%
74,342
-7,472
1244
$4.65M ﹤0.01%
23,311
-101
1245
$4.65M ﹤0.01%
25,671
-883
1246
$4.64M ﹤0.01%
51,756
+293
1247
$4.64M ﹤0.01%
397,761
+303,151
1248
$4.63M ﹤0.01%
123,023
+2,854
1249
$4.62M ﹤0.01%
588,217
+33,326
1250
$4.62M ﹤0.01%
24,459
+1,459
48 49
50
51 52