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
2226
$1.01M ﹤0.01%
21,640
-345
2227
$1.01M ﹤0.01%
22,384
-4,832
2228
$1.01M ﹤0.01%
116,700
+45,175
2229
$1.01M ﹤0.01%
8,798
-749
2230
$1M ﹤0.01%
36,710
+231
2231
$1M ﹤0.01%
18,983
-63,591
2232
$1M ﹤0.01%
99,368
+3,902
2233
$1M ﹤0.01%
36,684
+80
2234
$1M ﹤0.01%
+999,846
2235
$1M ﹤0.01%
23,796
+2,835
2236
$1M ﹤0.01%
89,382
-76,386
2237
$999K ﹤0.01%
8,146
-1,678
2238
$998K ﹤0.01%
15,391
+269
2239
$992K ﹤0.01%
28,007
-2,519
2240
$992K ﹤0.01%
56,168
-4,828
2241
$991K ﹤0.01%
11,268
-359
2242
$991K ﹤0.01%
45,507
+3,642
2243
$990K ﹤0.01%
98,878
+23,909
2244
$990K ﹤0.01%
8,514
+736
2245
$990K ﹤0.01%
65,705
-534
2246
$989K ﹤0.01%
96,981
+48,011
2247
$988K ﹤0.01%
558,417
+475
2248
$987K ﹤0.01%
46,934
-18,384
2249
$986K ﹤0.01%
83,238
+41,924
2250
$986K ﹤0.01%
35,073
-700
88 89
90
91 92