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
201
$100M 0.1%
2,298,044
-120,458
202
$99.4M 0.1%
2,771,753
+286,502
203
$99M 0.1%
1,160,461
+79,381
204
$98.3M 0.1%
1,199,602
-385,644
205
$97.6M 0.1%
1,289,262
-2,439,467
206
$97.3M 0.1%
601,492
+56,126
207
$97.3M 0.1%
2,242,763
+60,848
208
$96.5M 0.1%
500,492
-23,248
209
$96.3M 0.1%
1,041,887
-46,443
210
$96M 0.1%
3,666,363
+133,648
211
$95.4M 0.1%
290,126
-1,770
212
$95.2M 0.1%
1,717,583
+89,405
213
$94.3M 0.1%
353,423
+25,128
214
$92.9M 0.1%
530,041
-229
215
$92.7M 0.1%
1,003,717
+23,040
216
$92.6M 0.1%
136
+1
217
$91.7M 0.1%
404,135
+25,987
218
$90.4M 0.09%
2,563,357
+580,383
219
$90.2M 0.09%
2,354,081
-8,839
220
$89.1M 0.09%
2,219,337
-32,691
221
$88.2M 0.09%
889,133
+95,090
222
$88M 0.09%
3,862,983
-24,244
223
$86.4M 0.09%
937,285
+38,553
224
$85.8M 0.09%
1,008,185
-2,757
225
$84.7M 0.09%
1,254,428
-11,230
7 8
9
10 11