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
2151
$1.17M ﹤0.01%
11,566
-62
2152
$1.16M ﹤0.01%
32,170
-2,736
2153
$1.16M ﹤0.01%
8,653
-159
2154
$1.16M ﹤0.01%
49,257
-4,347
2155
$1.16M ﹤0.01%
31,417
-2,388
2156
$1.16M ﹤0.01%
9,975
-48
2157
$1.16M ﹤0.01%
33,812
-1,165
2158
$1.16M ﹤0.01%
97,850
-971
2159
$1.15M ﹤0.01%
48,935
-4,794
2160
$1.15M ﹤0.01%
14,776
+1,006
2161
$1.15M ﹤0.01%
180,796
+1,132
2162
$1.15M ﹤0.01%
57,632
+46,641
2163
$1.15M ﹤0.01%
51,204
+11,037
2164
$1.15M ﹤0.01%
37,879
-29,343
2165
$1.15M ﹤0.01%
15,158
+4,061
2166
$1.14M ﹤0.01%
20,192
-823
2167
$1.14M ﹤0.01%
11,786
-1,013
2168
$1.14M ﹤0.01%
27,602
+2,041
2169
$1.14M ﹤0.01%
17,536
+487
2170
$1.14M ﹤0.01%
125,947
-91,365
2171
$1.14M ﹤0.01%
20,914
+38
2172
$1.14M ﹤0.01%
44,917
+14,301
2173
$1.14M ﹤0.01%
13,910
+450
2174
$1.13M ﹤0.01%
+81,925
2175
$1.13M ﹤0.01%
14,638
+530
85 86
87
88 89