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
1326
$4.06M ﹤0.01%
33,460
+315
1327
$4.06M ﹤0.01%
78,797
-1,868
1328
$4.05M ﹤0.01%
94,825
-126,546
1329
$4.04M ﹤0.01%
90,730
+4,086
1330
$4.04M ﹤0.01%
52,126
+1,519
1331
$4.01M ﹤0.01%
155,378
+60,295
1332
$4M ﹤0.01%
158,108
-7,816
1333
$3.99M ﹤0.01%
52,659
-27,146
1334
$3.99M ﹤0.01%
81,620
-18,386
1335
$3.98M ﹤0.01%
20,201
+192
1336
$3.97M ﹤0.01%
76,227
-3,169
1337
$3.96M ﹤0.01%
48,882
-1,887
1338
$3.95M ﹤0.01%
16,889
-15,440
1339
$3.92M ﹤0.01%
79,237
+3,346
1340
$3.9M ﹤0.01%
132,697
+264
1341
$3.89M ﹤0.01%
135,517
+34,601
1342
$3.89M ﹤0.01%
83,114
-518
1343
$3.89M ﹤0.01%
257,516
+54,135
1344
$3.88M ﹤0.01%
45,509
-201
1345
$3.87M ﹤0.01%
276,786
+13,304
1346
$3.87M ﹤0.01%
31,801
-1,417
1347
$3.86M ﹤0.01%
68,759
-12,202
1348
$3.86M ﹤0.01%
48,672
+504
1349
$3.85M ﹤0.01%
364,694
-84,986
1350
$3.85M ﹤0.01%
91,464
+2,231
52 53
54
55 56