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
2376
$820K ﹤0.01%
2,083
+565
2377
$820K ﹤0.01%
16,704
+5,154
2378
$818K ﹤0.01%
20,650
+5,291
2379
$816K ﹤0.01%
7,916
-530
2380
$816K ﹤0.01%
16,489
-146
2381
$815K ﹤0.01%
12,718
-801
2382
$815K ﹤0.01%
35,110
-3,205
2383
$814K ﹤0.01%
+14,838
2384
$814K ﹤0.01%
9,238
+933
2385
$811K ﹤0.01%
20,688
-883
2386
$811K ﹤0.01%
106,110
+35,935
2387
$810K ﹤0.01%
116,443
+26,218
2388
$810K ﹤0.01%
7,959
-117
2389
$809K ﹤0.01%
78,212
-4,462
2390
$805K ﹤0.01%
9,590
-775
2391
$805K ﹤0.01%
35,062
-2,992
2392
$805K ﹤0.01%
50,235
-600
2393
$802K ﹤0.01%
2,598
-107
2394
$800K ﹤0.01%
20,246
-50,649
2395
$797K ﹤0.01%
14,572
+362
2396
$797K ﹤0.01%
153,503
+18,186
2397
$797K ﹤0.01%
37,828
+4,127
2398
$796K ﹤0.01%
141,142
+9,736
2399
$796K ﹤0.01%
17,082
+4,300
2400
$796K ﹤0.01%
9,807
+649
94 95
96
97 98