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
1276
$4.46M ﹤0.01%
101,574
+1,895
1277
$4.45M ﹤0.01%
38,005
+155
1278
$4.45M ﹤0.01%
69,462
+2,025
1279
$4.44M ﹤0.01%
116,636
+102,277
1280
$4.44M ﹤0.01%
238,047
-22,570
1281
$4.44M ﹤0.01%
32,118
-4,115
1282
$4.43M ﹤0.01%
94,164
+2,110
1283
$4.41M ﹤0.01%
222,331
-23,269
1284
$4.41M ﹤0.01%
57,625
+1,973
1285
$4.4M ﹤0.01%
189,288
-11,857
1286
$4.4M ﹤0.01%
46,984
+174
1287
$4.38M ﹤0.01%
61,434
+566
1288
$4.38M ﹤0.01%
61,176
-2,780
1289
$4.37M ﹤0.01%
344,068
+20,250
1290
$4.37M ﹤0.01%
23,075
-254
1291
$4.36M ﹤0.01%
167,224
+7,750
1292
$4.36M ﹤0.01%
77,570
+47,266
1293
$4.36M ﹤0.01%
215,186
+177,878
1294
$4.36M ﹤0.01%
187,936
-567,350
1295
$4.35M ﹤0.01%
47,127
+1,893
1296
$4.35M ﹤0.01%
42,058
+405
1297
$4.33M ﹤0.01%
187,069
-705
1298
$4.31M ﹤0.01%
49,502
+1,938
1299
$4.31M ﹤0.01%
298,895
-30,629
1300
$4.3M ﹤0.01%
64,450
+4,489
50 51
52
53 54