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
2301
$919K ﹤0.01%
191,004
+12,144
2302
$917K ﹤0.01%
137,690
+110,848
2303
$917K ﹤0.01%
91,490
+384
2304
$915K ﹤0.01%
+9,131
2305
$911K ﹤0.01%
63,220
+3,216
2306
$911K ﹤0.01%
87,889
+16,779
2307
$908K ﹤0.01%
66,989
+14,080
2308
$907K ﹤0.01%
21,449
-121
2309
$905K ﹤0.01%
24,230
-650
2310
$904K ﹤0.01%
121,187
+110,423
2311
$901K ﹤0.01%
22,791
+3,071
2312
$901K ﹤0.01%
21,659
-20,258
2313
$900K ﹤0.01%
20,244
+6,185
2314
$900K ﹤0.01%
17,753
-452
2315
$900K ﹤0.01%
16,581
-3,082
2316
$899K ﹤0.01%
48,354
-384
2317
$899K ﹤0.01%
12,982
-677
2318
$899K ﹤0.01%
22,722
+1,936
2319
$897K ﹤0.01%
42,558
-8,290
2320
$895K ﹤0.01%
15,985
+497
2321
$894K ﹤0.01%
35,268
-3,609
2322
$893K ﹤0.01%
56,122
+9,620
2323
$890K ﹤0.01%
26,259
+210
2324
$889K ﹤0.01%
9,620
+57
2325
$888K ﹤0.01%
5,937
+185
91 92
93
94 95