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
1551
$2.84M ﹤0.01%
56,889
-2,352
1552
$2.84M ﹤0.01%
33,301
-1,516
1553
$2.82M ﹤0.01%
174,799
-18,222
1554
$2.82M ﹤0.01%
52,141
+27,062
1555
$2.81M ﹤0.01%
39,870
-4,203
1556
$2.8M ﹤0.01%
97,979
+2,974
1557
$2.79M ﹤0.01%
39,920
-1,017
1558
$2.79M ﹤0.01%
31,682
-1,293
1559
$2.78M ﹤0.01%
33,508
+19,985
1560
$2.78M ﹤0.01%
75,785
+566
1561
$2.77M ﹤0.01%
100,222
-1,640
1562
$2.77M ﹤0.01%
51,902
+2,228
1563
$2.77M ﹤0.01%
180,404
-360
1564
$2.77M ﹤0.01%
111,236
+23
1565
$2.76M ﹤0.01%
228,277
+116,175
1566
$2.76M ﹤0.01%
159,250
+9,303
1567
$2.75M ﹤0.01%
311,944
-3,336
1568
$2.75M ﹤0.01%
38,301
+2,641
1569
$2.75M ﹤0.01%
15,580
-5,866
1570
$2.74M ﹤0.01%
42,055
-4,752
1571
$2.73M ﹤0.01%
7,744
+831
1572
$2.73M ﹤0.01%
48,465
-2,798
1573
$2.73M ﹤0.01%
123,984
+3,926
1574
$2.72M ﹤0.01%
90,930
-41,894
1575
$2.72M ﹤0.01%
107,212
+7,410
61 62
63
64 65