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
2201
$1.07M ﹤0.01%
28,582
-6,274
2202
$1.07M ﹤0.01%
93,905
+6,008
2203
$1.07M ﹤0.01%
15,461
-514
2204
$1.07M ﹤0.01%
45,350
+16,256
2205
$1.07M ﹤0.01%
+94,787
2206
$1.07M ﹤0.01%
50,552
-60,415
2207
$1.07M ﹤0.01%
7,549
+59
2208
$1.06M ﹤0.01%
195,212
+15,475
2209
$1.06M ﹤0.01%
6,726
-6
2210
$1.05M ﹤0.01%
49,140
-2,439
2211
$1.05M ﹤0.01%
64,897
+9,069
2212
$1.05M ﹤0.01%
23,932
+2,613
2213
$1.04M ﹤0.01%
95,579
+2,616
2214
$1.04M ﹤0.01%
17,116
+3,896
2215
$1.04M ﹤0.01%
59,905
-16,623
2216
$1.04M ﹤0.01%
+30,268
2217
$1.04M ﹤0.01%
11,518
-1,544
2218
$1.04M ﹤0.01%
96,237
+5,705
2219
$1.03M ﹤0.01%
26,613
+916
2220
$1.03M ﹤0.01%
43,762
-5,700
2221
$1.02M ﹤0.01%
38,282
-5,386
2222
$1.02M ﹤0.01%
31,365
+12,955
2223
$1.02M ﹤0.01%
101,264
+1,891
2224
$1.02M ﹤0.01%
25,679
+2,179
2225
$1.01M ﹤0.01%
226,009
-100,534
87 88
89
90 91