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
2251
$985K ﹤0.01%
12,598
+15
2252
$984K ﹤0.01%
11,401
+3,591
2253
$981K ﹤0.01%
38,396
-1,184
2254
$980K ﹤0.01%
29,388
+6,164
2255
$980K ﹤0.01%
23,746
-615
2256
$978K ﹤0.01%
44,469
+2,423
2257
$978K ﹤0.01%
83,164
-1,886
2258
$978K ﹤0.01%
21,400
-880
2259
$977K ﹤0.01%
24,038
+11,449
2260
$976K ﹤0.01%
163,493
+61,747
2261
$975K ﹤0.01%
15,931
+363
2262
$972K ﹤0.01%
19,123
+3,640
2263
$969K ﹤0.01%
+10,143
2264
$967K ﹤0.01%
16,086
+514
2265
$963K ﹤0.01%
7,144
+51
2266
$963K ﹤0.01%
62,546
-31,647
2267
$962K ﹤0.01%
43,691
-1,824
2268
$962K ﹤0.01%
+44,811
2269
$960K ﹤0.01%
59,462
+411
2270
$960K ﹤0.01%
138,065
+19,652
2271
$959K ﹤0.01%
18,185
+773
2272
$959K ﹤0.01%
+30,141
2273
$956K ﹤0.01%
33,371
+1,477
2274
$954K ﹤0.01%
29,024
+1,242
2275
$950K ﹤0.01%
17,880
+546
89 90
91
92 93