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
1351
$3.84M ﹤0.01%
16,299
+192
1352
$3.84M ﹤0.01%
21,205
+102
1353
$3.83M ﹤0.01%
92,824
+424
1354
$3.82M ﹤0.01%
67,255
+2,260
1355
$3.82M ﹤0.01%
11,275
-1,161
1356
$3.81M ﹤0.01%
144,686
+27,531
1357
$3.8M ﹤0.01%
41,234
+1,721
1358
$3.8M ﹤0.01%
91,227
+9,536
1359
$3.79M ﹤0.01%
471,801
+1,275
1360
$3.79M ﹤0.01%
20,332
+779
1361
$3.78M ﹤0.01%
183,490
+15,605
1362
$3.77M ﹤0.01%
51,092
-3,304
1363
$3.76M ﹤0.01%
20,293
+758
1364
$3.75M ﹤0.01%
63,240
+18,263
1365
$3.75M ﹤0.01%
125,625
+19,133
1366
$3.74M ﹤0.01%
64,627
-27,516
1367
$3.73M ﹤0.01%
293,440
+38,027
1368
$3.73M ﹤0.01%
77,979
-22,902
1369
$3.72M ﹤0.01%
19,886
+1,174
1370
$3.72M ﹤0.01%
88,230
+3,959
1371
$3.72M ﹤0.01%
87,067
-3,163
1372
$3.71M ﹤0.01%
35,025
+3,462
1373
$3.7M ﹤0.01%
143,834
+10,556
1374
$3.7M ﹤0.01%
63,457
-2,975
1375
$3.68M ﹤0.01%
394,241
-106,025
53 54
55
56 57