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
1526
$2.98M ﹤0.01%
118,583
-876
1527
$2.97M ﹤0.01%
101,592
+3,437
1528
$2.97M ﹤0.01%
30,702
+2,652
1529
$2.97M ﹤0.01%
+144,783
1530
$2.96M ﹤0.01%
84,530
+520
1531
$2.95M ﹤0.01%
76,998
+12,433
1532
$2.95M ﹤0.01%
39,723
-504
1533
$2.95M ﹤0.01%
292,901
-55,488
1534
$2.94M ﹤0.01%
33,718
-19,182
1535
$2.94M ﹤0.01%
1,511
-37
1536
$2.93M ﹤0.01%
47,225
+31,945
1537
$2.92M ﹤0.01%
91,288
+22,816
1538
$2.92M ﹤0.01%
86,898
-1,942
1539
$2.91M ﹤0.01%
87,209
-4,843
1540
$2.91M ﹤0.01%
143,354
+12,386
1541
$2.91M ﹤0.01%
24,788
+7,580
1542
$2.91M ﹤0.01%
78,101
+5,447
1543
$2.9M ﹤0.01%
1,363,114
-35,284
1544
$2.9M ﹤0.01%
32,720
+861
1545
$2.89M ﹤0.01%
338,731
+8,125
1546
$2.89M ﹤0.01%
56,210
+247
1547
$2.89M ﹤0.01%
26,406
+1,749
1548
$2.87M ﹤0.01%
73,626
+41,578
1549
$2.86M ﹤0.01%
80,482
+2,700
1550
$2.86M ﹤0.01%
34,210
+998
60 61
62
63 64