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
1476
$3.18M ﹤0.01%
137,569
+35,038
1477
$3.17M ﹤0.01%
119,143
+86,378
1478
$3.16M ﹤0.01%
63,502
+10,664
1479
$3.16M ﹤0.01%
62,782
-26,185
1480
$3.15M ﹤0.01%
202,215
+14,311
1481
$3.15M ﹤0.01%
49,448
+17,543
1482
$3.14M ﹤0.01%
126,353
-29,687
1483
$3.14M ﹤0.01%
26,863
-79,129
1484
$3.14M ﹤0.01%
37,252
-38,294
1485
$3.14M ﹤0.01%
21,939
-110
1486
$3.14M ﹤0.01%
86,017
-8,765
1487
$3.14M ﹤0.01%
31,457
-33,757
1488
$3.13M ﹤0.01%
84,331
-2,923
1489
$3.13M ﹤0.01%
47,021
-2,614
1490
$3.13M ﹤0.01%
199,787
+3,536
1491
$3.13M ﹤0.01%
8,867
+362
1492
$3.12M ﹤0.01%
59,614
+14,733
1493
$3.12M ﹤0.01%
90,201
-1,397
1494
$3.12M ﹤0.01%
218,934
+117
1495
$3.11M ﹤0.01%
43,245
+2,142
1496
$3.11M ﹤0.01%
77,258
+9,930
1497
$3.11M ﹤0.01%
156,685
-6,900
1498
$3.1M ﹤0.01%
22,676
+4,425
1499
$3.09M ﹤0.01%
172,096
+53,741
1500
$3.08M ﹤0.01%
40,710
+375
58 59
60
61 62