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
2351
$856K ﹤0.01%
27,265
+17,090
2352
$855K ﹤0.01%
48,552
+5,902
2353
$855K ﹤0.01%
25,658
-2,101
2354
$854K ﹤0.01%
25,072
+2,854
2355
$853K ﹤0.01%
76,667
-464
2356
$852K ﹤0.01%
11,261
+431
2357
$851K ﹤0.01%
28,659
+2,601
2358
$850K ﹤0.01%
42,295
-876
2359
$849K ﹤0.01%
20,965
+580
2360
$848K ﹤0.01%
7,498
-299
2361
$844K ﹤0.01%
70,962
+423
2362
$839K ﹤0.01%
22,433
+8,598
2363
$837K ﹤0.01%
52,809
-187
2364
$836K ﹤0.01%
25,002
-28,298
2365
$835K ﹤0.01%
10,332
+7,181
2366
$831K ﹤0.01%
88,252
-330
2367
$830K ﹤0.01%
+102,016
2368
$830K ﹤0.01%
10,307
+4,675
2369
$829K ﹤0.01%
10,778
-5,426
2370
$825K ﹤0.01%
127,181
-1,962
2371
$825K ﹤0.01%
36,830
-2,379
2372
$823K ﹤0.01%
18,489
-7,312
2373
$823K ﹤0.01%
21,055
-600
2374
$822K ﹤0.01%
12,524
+63
2375
$821K ﹤0.01%
55,192
+399
93 94
95
96 97