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
2326
$888K ﹤0.01%
6,799
-376
2327
$886K ﹤0.01%
78,681
+31,543
2328
$884K ﹤0.01%
18,348
-7,293
2329
$884K ﹤0.01%
43,439
+1,536
2330
$884K ﹤0.01%
18,980
-12,770
2331
$883K ﹤0.01%
166,335
+42,950
2332
$883K ﹤0.01%
27,384
-819
2333
$883K ﹤0.01%
6,649
-584
2334
$878K ﹤0.01%
74,159
+1,572
2335
$878K ﹤0.01%
87,666
-27,604
2336
$878K ﹤0.01%
23,782
+6,562
2337
$877K ﹤0.01%
26,468
-28,810
2338
$876K ﹤0.01%
57,633
-70
2339
$876K ﹤0.01%
4,880
+878
2340
$869K ﹤0.01%
20,066
+5,799
2341
$869K ﹤0.01%
11,248
-363
2342
$866K ﹤0.01%
90,513
+26,403
2343
$865K ﹤0.01%
22,180
-4,508
2344
$863K ﹤0.01%
47,119
-121
2345
$862K ﹤0.01%
109,686
+22,501
2346
$862K ﹤0.01%
27,108
-9,257
2347
$860K ﹤0.01%
43,880
-1,855
2348
$859K ﹤0.01%
24,372
+76
2349
$859K ﹤0.01%
+1,829
2350
$857K ﹤0.01%
23,713
-1,968
92 93
94
95 96