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 Inc. Common Stock
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
1451
$3.25M ﹤0.01%
+148,989
1452
$3.25M ﹤0.01%
42,586
-1,860
1453
$3.25M ﹤0.01%
8,047
-1,899
1454
$3.25M ﹤0.01%
+98,725
1455
$3.25M ﹤0.01%
581,894
+32,475
1456
$3.24M ﹤0.01%
15,432
+6,392
1457
$3.24M ﹤0.01%
55,919
-3,656
1458
$3.24M ﹤0.01%
160,188
+19,425
1459
$3.24M ﹤0.01%
61,227
+23,585
1460
$3.24M ﹤0.01%
27,515
-12,497
1461
$3.23M ﹤0.01%
45,771
+11,808
1462
$3.22M ﹤0.01%
72,649
-8,710
1463
$3.22M ﹤0.01%
55,365
+11,738
1464
$3.22M ﹤0.01%
56,969
+225
1465
$3.21M ﹤0.01%
49,127
-19,439
1466
$3.2M ﹤0.01%
22,420
+965
1467
$3.2M ﹤0.01%
20,789
+3,191
1468
$3.19M ﹤0.01%
49,387
-727
1469
$3.19M ﹤0.01%
31,679
+1,014
1470
$3.19M ﹤0.01%
42,931
+1,997
1471
$3.18M ﹤0.01%
92,147
-6,619
1472
$3.18M ﹤0.01%
226,090
-16,570
1473
$3.18M ﹤0.01%
66,389
+3,982
1474
$3.18M ﹤0.01%
643,583
+52,396
1475
$3.18M ﹤0.01%
181,879
-17,468
57 58
59
60 61