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
176
$117M 0.12%
369,229
+9,635
177
$117M 0.12%
847,196
-13,037
178
$116M 0.12%
931,786
-13,728
179
$116M 0.12%
456,545
+89,594
180
$115M 0.12%
821,299
+17,523
181
$115M 0.12%
1,221,646
+5,267
182
$114M 0.12%
957,821
+6,476
183
$113M 0.12%
693,166
-21,958
184
$113M 0.12%
437,045
+40,286
185
$112M 0.12%
1,988,865
-2,852
186
$112M 0.12%
1,788,820
-2,798
187
$112M 0.12%
1,047,250
-78,143
188
$112M 0.12%
852,982
+6,549
189
$110M 0.11%
5,616,600
+89,377
190
$109M 0.11%
640,668
-676
191
$109M 0.11%
1,074,083
+2,895
192
$109M 0.11%
1,923,393
+55,691
193
$108M 0.11%
1,538,947
+102,659
194
$108M 0.11%
2,232,454
+146,239
195
$108M 0.11%
1,205,938
-16,930
196
$108M 0.11%
2,070,717
-70,343
197
$104M 0.11%
2,264,803
-138,936
198
$104M 0.11%
1,759,159
+83,390
199
$103M 0.11%
1,207,871
-8,739
200
$102M 0.11%
2,056,655
+350,559
6 7
8
9 10