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
1376
$3.67M ﹤0.01%
67,171
+1,903
1377
$3.67M ﹤0.01%
134,885
-18,871
1378
$3.65M ﹤0.01%
43,698
-267
1379
$3.64M ﹤0.01%
233,179
-65,284
1380
$3.64M ﹤0.01%
54,468
+3,207
1381
$3.64M ﹤0.01%
+35,112
1382
$3.63M ﹤0.01%
76,544
-2,604
1383
$3.63M ﹤0.01%
28,756
-21
1384
$3.63M ﹤0.01%
90,132
+64,903
1385
$3.62M ﹤0.01%
62,088
-4,079
1386
$3.62M ﹤0.01%
46,347
+27,048
1387
$3.6M ﹤0.01%
110,805
-2,216
1388
$3.59M ﹤0.01%
63,428
+3,650
1389
$3.59M ﹤0.01%
116,676
-1,580
1390
$3.59M ﹤0.01%
36,030
+2,646
1391
$3.58M ﹤0.01%
209,624
-4,529
1392
$3.58M ﹤0.01%
160,972
-9,578
1393
$3.56M ﹤0.01%
58,238
+4,676
1394
$3.56M ﹤0.01%
23,465
+2,873
1395
$3.56M ﹤0.01%
99,197
+28,195
1396
$3.55M ﹤0.01%
105,697
+4
1397
$3.55M ﹤0.01%
363,371
+11,877
1398
$3.55M ﹤0.01%
35,873
+193
1399
$3.55M ﹤0.01%
93,731
+2,350
1400
$3.54M ﹤0.01%
277,553
-7,938
54 55
56
57 58