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
1251
$4.61M ﹤0.01%
91,497
+76,121
1252
$4.6M ﹤0.01%
193,746
+25,843
1253
$4.6M ﹤0.01%
45,254
+759
1254
$4.58M ﹤0.01%
69,624
-11,772
1255
$4.58M ﹤0.01%
51,118
-2,327
1256
$4.58M ﹤0.01%
70,709
+4,127
1257
$4.57M ﹤0.01%
136,606
-11,454
1258
$4.57M ﹤0.01%
92,419
-35,416
1259
$4.57M ﹤0.01%
180,722
-341
1260
$4.56M ﹤0.01%
101,716
-152,795
1261
$4.56M ﹤0.01%
19,918
+11,127
1262
$4.55M ﹤0.01%
185,659
+1,417
1263
$4.52M ﹤0.01%
147,261
-1,422
1264
$4.52M ﹤0.01%
58,055
-10,644
1265
$4.52M ﹤0.01%
62,273
-1,115
1266
$4.52M ﹤0.01%
56,007
1267
$4.5M ﹤0.01%
38,778
-1,012
1268
$4.49M ﹤0.01%
522,474
+16,960
1269
$4.49M ﹤0.01%
125,769
-275
1270
$4.48M ﹤0.01%
79,881
-19,650
1271
$4.47M ﹤0.01%
174,519
+46,827
1272
$4.47M ﹤0.01%
81,146
+37,318
1273
$4.46M ﹤0.01%
93,916
+9,190
1274
$4.46M ﹤0.01%
127,664
-5,028
1275
$4.46M ﹤0.01%
45,020
-2,814
49 50
51
52 53