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
2426
$760K ﹤0.01%
3,737
-1,697
2427
$757K ﹤0.01%
4,417
2428
$756K ﹤0.01%
22,283
-12,729
2429
$755K ﹤0.01%
175,217
+4,022
2430
$754K ﹤0.01%
26,479
-703
2431
$753K ﹤0.01%
24,744
-2,319
2432
$751K ﹤0.01%
15,628
+455
2433
$748K ﹤0.01%
12,221
-79
2434
$746K ﹤0.01%
13,205
-215
2435
$745K ﹤0.01%
21,273
+1,055
2436
$744K ﹤0.01%
16,024
-434
2437
$744K ﹤0.01%
15,673
-6,808
2438
$742K ﹤0.01%
29,591
+596
2439
$740K ﹤0.01%
42,067
-3,000
2440
$739K ﹤0.01%
42,675
+12,853
2441
$738K ﹤0.01%
5,226
-112
2442
$738K ﹤0.01%
65,372
+27,388
2443
$738K ﹤0.01%
11,410
-2,584
2444
$734K ﹤0.01%
76,411
-8,585
2445
$733K ﹤0.01%
40,909
+10,635
2446
$733K ﹤0.01%
25,498
-33,227
2447
$732K ﹤0.01%
63,009
2448
$731K ﹤0.01%
23,789
+800
2449
$729K ﹤0.01%
26,364
-248
2450
$728K ﹤0.01%
57,568
+116
96 97
98
99 100