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
2101
$1.26M ﹤0.01%
+19,224
2102
$1.26M ﹤0.01%
52,835
-1,108
2103
$1.26M ﹤0.01%
19,666
-510
2104
$1.26M ﹤0.01%
283,634
-5,995
2105
$1.26M ﹤0.01%
28,967
+2,659
2106
$1.25M ﹤0.01%
34,773
+701
2107
$1.25M ﹤0.01%
74,960
+9,812
2108
$1.25M ﹤0.01%
84,337
+4,786
2109
$1.25M ﹤0.01%
25,808
+4,654
2110
$1.24M ﹤0.01%
26,048
+166
2111
$1.24M ﹤0.01%
18,419
+4,962
2112
$1.24M ﹤0.01%
11,015
-91
2113
$1.24M ﹤0.01%
+327,467
2114
$1.24M ﹤0.01%
71,736
+23,425
2115
$1.24M ﹤0.01%
+86,222
2116
$1.24M ﹤0.01%
32,606
+121
2117
$1.23M ﹤0.01%
26,407
-58
2118
$1.23M ﹤0.01%
19,762
+4
2119
$1.23M ﹤0.01%
68,114
+394
2120
$1.23M ﹤0.01%
83,317
+1,485
2121
$1.23M ﹤0.01%
82,700
-6,730
2122
$1.23M ﹤0.01%
50,506
-22,455
2123
$1.23M ﹤0.01%
16,993
-3,361
2124
$1.22M ﹤0.01%
25,113
+4,932
2125
$1.22M ﹤0.01%
10,069
-27,138
83 84
85
86 87