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
2451
$727K ﹤0.01%
21,092
+58
2452
$725K ﹤0.01%
69,298
-49,034
2453
$723K ﹤0.01%
94,831
+60,057
2454
$722K ﹤0.01%
134,162
+33,879
2455
$722K ﹤0.01%
13,562
-513
2456
$719K ﹤0.01%
7,591
+605
2457
$718K ﹤0.01%
79,485
+13,916
2458
$717K ﹤0.01%
13,620
2459
$715K ﹤0.01%
19,308
-1,588
2460
$715K ﹤0.01%
58,896
+428
2461
$715K ﹤0.01%
17,405
+5,248
2462
$714K ﹤0.01%
+32,286
2463
$714K ﹤0.01%
75,927
+28,761
2464
$714K ﹤0.01%
3,005
+23
2465
$713K ﹤0.01%
4,690
-1,435
2466
$711K ﹤0.01%
4,939
+535
2467
$707K ﹤0.01%
18,291
+1,189
2468
$707K ﹤0.01%
36,868
+8,932
2469
$706K ﹤0.01%
61,201
+2,416
2470
$706K ﹤0.01%
47,669
+471
2471
$705K ﹤0.01%
36,083
-869
2472
$705K ﹤0.01%
9,319
+1
2473
$703K ﹤0.01%
10,582
+645
2474
$703K ﹤0.01%
10,176
+745
2475
$701K ﹤0.01%
14,383
+150
97 98
99
100 101