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 Inc
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
1301
$4.29M ﹤0.01%
62,377
-3,918
1302
$4.29M ﹤0.01%
123,413
-39,184
1303
$4.28M ﹤0.01%
207,997
-193,178
1304
$4.28M ﹤0.01%
327,936
+15,907
1305
$4.28M ﹤0.01%
32,290
+772
1306
$4.26M ﹤0.01%
438,198
+89,950
1307
$4.24M ﹤0.01%
161,853
1308
$4.23M ﹤0.01%
38,542
+14,568
1309
$4.23M ﹤0.01%
517
-57
1310
$4.23M ﹤0.01%
16,268
+6,240
1311
$4.21M ﹤0.01%
55,295
-1,672
1312
$4.15M ﹤0.01%
153,845
+60,616
1313
$4.14M ﹤0.01%
73,030
-194
1314
$4.14M ﹤0.01%
70,337
+8,283
1315
$4.13M ﹤0.01%
17,557
+1,719
1316
$4.12M ﹤0.01%
43,101
+4,062
1317
$4.12M ﹤0.01%
405,204
+8,714
1318
$4.12M ﹤0.01%
223,335
-3,500
1319
$4.11M ﹤0.01%
178,077
+24,063
1320
$4.09M ﹤0.01%
303,149
+62,671
1321
$4.08M ﹤0.01%
95,313
-22,215
1322
$4.08M ﹤0.01%
84,707
+519
1323
$4.08M ﹤0.01%
8,128
-257
1324
$4.07M ﹤0.01%
30,476
-541
1325
$4.07M ﹤0.01%
250,502
+14,557
51 52
53
54 55