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
1576
$2.72M ﹤0.01%
127,545
+5,223
1577
$2.71M ﹤0.01%
79,052
-2,922
1578
$2.71M ﹤0.01%
56,314
+1,612
1579
$2.71M ﹤0.01%
33,851
-5,918
1580
$2.71M ﹤0.01%
106,338
+23,370
1581
$2.71M ﹤0.01%
15,927
-2,404
1582
$2.7M ﹤0.01%
44,176
+10,131
1583
$2.7M ﹤0.01%
24,643
+13,649
1584
$2.7M ﹤0.01%
74,959
+2,860
1585
$2.69M ﹤0.01%
229,212
+67,136
1586
$2.69M ﹤0.01%
53,394
-2,159
1587
$2.68M ﹤0.01%
56,942
+39,108
1588
$2.67M ﹤0.01%
178,712
-506,341
1589
$2.67M ﹤0.01%
55,556
-41,177
1590
$2.67M ﹤0.01%
+142,564
1591
$2.66M ﹤0.01%
51,858
-69
1592
$2.65M ﹤0.01%
58,764
-23,316
1593
$2.64M ﹤0.01%
24,462
+2,629
1594
$2.64M ﹤0.01%
43,592
+10,184
1595
$2.64M ﹤0.01%
12,425
+454
1596
$2.63M ﹤0.01%
81,449
+70,144
1597
$2.63M ﹤0.01%
16,673
-13,682
1598
$2.62M ﹤0.01%
11,936
-359
1599
$2.62M ﹤0.01%
21,877
-2,697
1600
$2.62M ﹤0.01%
89,638
-78,620
62 63
64
65 66