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
2176
$1.13M ﹤0.01%
19,892
-1,479
2177
$1.13M ﹤0.01%
+39,688
2178
$1.12M ﹤0.01%
65,935
+9,514
2179
$1.12M ﹤0.01%
8,127
+1,402
2180
$1.12M ﹤0.01%
27,633
-775
2181
$1.12M ﹤0.01%
36,145
-413
2182
$1.11M ﹤0.01%
22,842
2183
$1.11M ﹤0.01%
27,973
2184
$1.11M ﹤0.01%
61,811
+4,013
2185
$1.11M ﹤0.01%
7,363
+610
2186
$1.11M ﹤0.01%
236,780
-5,068
2187
$1.11M ﹤0.01%
24,316
+12,228
2188
$1.11M ﹤0.01%
51,309
-482
2189
$1.11M ﹤0.01%
36,729
+11,556
2190
$1.1M ﹤0.01%
43,788
+15,247
2191
$1.1M ﹤0.01%
36,263
-17,639
2192
$1.09M ﹤0.01%
19,516
-326
2193
$1.09M ﹤0.01%
7,550
-730
2194
$1.09M ﹤0.01%
40,164
+932
2195
$1.09M ﹤0.01%
46,261
-18,124
2196
$1.08M ﹤0.01%
25,493
-15,148
2197
$1.08M ﹤0.01%
166,244
-2,151
2198
$1.08M ﹤0.01%
159,887
-2,091
2199
$1.08M ﹤0.01%
45,454
+295
2200
$1.08M ﹤0.01%
69,400
+36,254
86 87
88
89 90