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
2126
$1.22M ﹤0.01%
130,107
+32,576
2127
$1.22M ﹤0.01%
4,976
+2,098
2128
$1.21M ﹤0.01%
16,307
+230
2129
$1.21M ﹤0.01%
63,076
-4,299
2130
$1.21M ﹤0.01%
99,044
-7,300
2131
$1.21M ﹤0.01%
11,826
+1,820
2132
$1.21M ﹤0.01%
9,332
-2,586
2133
$1.2M ﹤0.01%
50,091
+1,258
2134
$1.2M ﹤0.01%
20,060
+15,910
2135
$1.2M ﹤0.01%
114,405
+35,397
2136
$1.2M ﹤0.01%
50,664
+19,857
2137
$1.2M ﹤0.01%
56,293
-1,551
2138
$1.2M ﹤0.01%
+48,061
2139
$1.2M ﹤0.01%
12,430
+3,337
2140
$1.2M ﹤0.01%
25,226
+2,587
2141
$1.2M ﹤0.01%
75,508
-14,116
2142
$1.19M ﹤0.01%
129,426
-14,901
2143
$1.19M ﹤0.01%
42,475
+1,136
2144
$1.19M ﹤0.01%
48,292
+7,893
2145
$1.19M ﹤0.01%
13,864
+1,385
2146
$1.18M ﹤0.01%
45,176
+11,120
2147
$1.18M ﹤0.01%
28,227
+6,468
2148
$1.18M ﹤0.01%
20,717
-182
2149
$1.18M ﹤0.01%
25,043
-24
2150
$1.18M ﹤0.01%
50,433
-5,347
84 85
86
87 88