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
2076
$1.3M ﹤0.01%
18,163
-4,025
2077
$1.3M ﹤0.01%
188,231
+6,702
2078
$1.3M ﹤0.01%
53,631
-3,555
2079
$1.29M ﹤0.01%
12,220
+621
2080
$1.29M ﹤0.01%
377,221
+45,095
2081
$1.29M ﹤0.01%
57,146
+5,390
2082
$1.29M ﹤0.01%
73,943
+11,273
2083
$1.29M ﹤0.01%
14,970
-398
2084
$1.29M ﹤0.01%
74,225
+8,161
2085
$1.28M ﹤0.01%
29,118
+5,151
2086
$1.28M ﹤0.01%
84,853
+1,401
2087
$1.28M ﹤0.01%
17,435
+2,444
2088
$1.28M ﹤0.01%
12,423
-2,626
2089
$1.28M ﹤0.01%
46,052
2090
$1.28M ﹤0.01%
78,604
-4,805
2091
$1.28M ﹤0.01%
11,036
+284
2092
$1.28M ﹤0.01%
124,714
+103,652
2093
$1.27M ﹤0.01%
12,385
+656
2094
$1.27M ﹤0.01%
24,123
+8,382
2095
$1.27M ﹤0.01%
26,649
-2,447
2096
$1.27M ﹤0.01%
46,718
-1,864
2097
$1.27M ﹤0.01%
27,665
+13,765
2098
$1.27M ﹤0.01%
19,345
-326
2099
$1.27M ﹤0.01%
10,578
-5,293
2100
$1.26M ﹤0.01%
115,673
-14,201
82 83
84
85 86