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
1401
$3.52M ﹤0.01%
167,707
+6,683
1402
$3.52M ﹤0.01%
53,862
-3,681
1403
$3.5M ﹤0.01%
123,590
+2,403
1404
$3.49M ﹤0.01%
89,736
+56,401
1405
$3.49M ﹤0.01%
26,622
-43,785
1406
$3.49M ﹤0.01%
125,883
+21,087
1407
$3.48M ﹤0.01%
50,516
-3,159
1408
$3.47M ﹤0.01%
11,322
-1,259
1409
$3.46M ﹤0.01%
355,701
-8,393
1410
$3.46M ﹤0.01%
30,720
+4,971
1411
$3.46M ﹤0.01%
64,427
+373
1412
$3.46M ﹤0.01%
38,078
+785
1413
$3.46M ﹤0.01%
19,853
-379
1414
$3.45M ﹤0.01%
136,137
-7,577
1415
$3.44M ﹤0.01%
38,497
+4,816
1416
$3.44M ﹤0.01%
25,475
-1,615
1417
$3.44M ﹤0.01%
66,999
-7,607
1418
$3.44M ﹤0.01%
46,394
-1,051
1419
$3.44M ﹤0.01%
79,394
+43,263
1420
$3.43M ﹤0.01%
20,586
+3,740
1421
$3.43M ﹤0.01%
288,923
-63,988
1422
$3.42M ﹤0.01%
28,393
+1,650
1423
$3.42M ﹤0.01%
22,536
-262
1424
$3.41M ﹤0.01%
95,508
+265
1425
$3.39M ﹤0.01%
114,639
+1,284
55 56
57
58 59