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
151
$141M 0.15%
1,279,115
-17,393
152
$140M 0.15%
1,236,932
-972
153
$140M 0.15%
608,944
+14,437
154
$138M 0.14%
2,247,827
+127,468
155
$137M 0.14%
4,374,456
+1,107,270
156
$136M 0.14%
1,765,619
-9,506
157
$135M 0.14%
829,786
+58,809
158
$133M 0.14%
2,934,440
-229,359
159
$132M 0.14%
387,907
-14,765
160
$131M 0.14%
1,517,167
-240,123
161
$130M 0.14%
1,169,631
-39,515
162
$130M 0.14%
3,390,077
+1,044,322
163
$130M 0.13%
2,251,807
+163,407
164
$127M 0.13%
3,004,565
-6,399
165
$127M 0.13%
2,212,647
+91,618
166
$126M 0.13%
1,667,937
-44,311
167
$126M 0.13%
711,460
+145,816
168
$124M 0.13%
552,791
-20,282
169
$122M 0.13%
1,406,917
+209,297
170
$120M 0.13%
353,675
-2,240
171
$120M 0.13%
351,095
+24,856
172
$120M 0.12%
3,822,076
+351,387
173
$119M 0.12%
3,175,681
-60,591
174
$119M 0.12%
5,509,095
+2,738,208
175
$118M 0.12%
709,865
+45,205
5 6
7
8 9