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
126
$177M 0.18%
1,798,266
+129,365
127
$176M 0.18%
172,015
+18,634
128
$174M 0.18%
3,608,097
-25,350
129
$173M 0.18%
1,979,589
+294,769
130
$173M 0.18%
1,496,001
-48,109
131
$173M 0.18%
984,593
+25,107
132
$171M 0.18%
803,884
+4,098
133
$170M 0.18%
3,295,303
+5,626
134
$169M 0.18%
265,568
+846
135
$167M 0.17%
3,489,618
-231,205
136
$166M 0.17%
2,104,668
+195,709
137
$165M 0.17%
667,730
-25,651
138
$160M 0.17%
279,697
+37,689
139
$159M 0.17%
2,553,107
-749,153
140
$158M 0.16%
914,646
-12,999
141
$157M 0.16%
1,508,167
-463,011
142
$157M 0.16%
3,293,656
+483,221
143
$156M 0.16%
1,694,153
-127,911
144
$152M 0.16%
219,609
-39,029
145
$152M 0.16%
574,132
+8,900
146
$147M 0.15%
2,432,092
-71,049
147
$145M 0.15%
657,998
+57,842
148
$145M 0.15%
153,724
+3,222
149
$145M 0.15%
2,402,522
+87,129
150
$142M 0.15%
5,921,744
-76,310
4 5
6
7 8