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
2051
$1.37M ﹤0.01%
9,436
-457
2052
$1.36M ﹤0.01%
24,169
-446
2053
$1.36M ﹤0.01%
62,670
+9,076
2054
$1.36M ﹤0.01%
7,005
+5,306
2055
$1.36M ﹤0.01%
71,857
-430
2056
$1.36M ﹤0.01%
31,194
+21,305
2057
$1.34M ﹤0.01%
39,810
+35,964
2058
$1.34M ﹤0.01%
22,209
+4,568
2059
$1.34M ﹤0.01%
63,499
-331
2060
$1.34M ﹤0.01%
43,227
-7,513
2061
$1.33M ﹤0.01%
36,709
-14,200
2062
$1.33M ﹤0.01%
23,689
-32,320
2063
$1.32M ﹤0.01%
30,821
+291
2064
$1.32M ﹤0.01%
6,304
+1,305
2065
$1.32M ﹤0.01%
27,610
-1,479
2066
$1.32M ﹤0.01%
108,055
-11,283
2067
$1.31M ﹤0.01%
81,908
+26,746
2068
$1.31M ﹤0.01%
68,503
-4,142
2069
$1.31M ﹤0.01%
2,480
-52
2070
$1.31M ﹤0.01%
26,121
+222
2071
$1.31M ﹤0.01%
331,441
+1,476
2072
$1.31M ﹤0.01%
40,407
+9
2073
$1.3M ﹤0.01%
23,709
+1,075
2074
$1.3M ﹤0.01%
37,858
+6,121
2075
$1.3M ﹤0.01%
14,414
+734
81 82
83
84 85