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
2401
$795K ﹤0.01%
21,259
+971
2402
$791K ﹤0.01%
20,879
+1,579
2403
$791K ﹤0.01%
161,084
+149,119
2404
$791K ﹤0.01%
22,559
-1,573
2405
$789K ﹤0.01%
14,384
-2,370
2406
$789K ﹤0.01%
103,373
-131
2407
$788K ﹤0.01%
25,549
-5,276
2408
$788K ﹤0.01%
139,718
+39,312
2409
$786K ﹤0.01%
313,089
-51,413
2410
$786K ﹤0.01%
2,619
+1,818
2411
$783K ﹤0.01%
+12,852
2412
$782K ﹤0.01%
10,753
-4,645
2413
$781K ﹤0.01%
34,385
+4,371
2414
$777K ﹤0.01%
22,396
-17,864
2415
$776K ﹤0.01%
21,160
+1,136
2416
$774K ﹤0.01%
50,633
-3,645
2417
$773K ﹤0.01%
51,769
+16,892
2418
$772K ﹤0.01%
11,608
-1,457
2419
$770K ﹤0.01%
7,041
+2,472
2420
$770K ﹤0.01%
18,411
-3,240
2421
$769K ﹤0.01%
7,420
+199
2422
$769K ﹤0.01%
21,038
-9,891
2423
$766K ﹤0.01%
6,427
-853
2424
$764K ﹤0.01%
19,903
-1,102
2425
$764K ﹤0.01%
59,433
+1,832
95 96
97
98 99