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
1626
$2.51M ﹤0.01%
+69,011
1627
$2.51M ﹤0.01%
895,760
+631,483
1628
$2.49M ﹤0.01%
63,180
-5,170
1629
$2.48M ﹤0.01%
117,026
+104,140
1630
$2.48M ﹤0.01%
108,953
+42,255
1631
$2.48M ﹤0.01%
35,194
+820
1632
$2.47M ﹤0.01%
52,758
-14,992
1633
$2.47M ﹤0.01%
+11,518
1634
$2.46M ﹤0.01%
97,826
+3,126
1635
$2.46M ﹤0.01%
67,963
-1,171
1636
$2.45M ﹤0.01%
56,057
+4,095
1637
$2.44M ﹤0.01%
53,973
-5,552
1638
$2.44M ﹤0.01%
182,559
+74,217
1639
$2.42M ﹤0.01%
76,842
-40,655
1640
$2.42M ﹤0.01%
46,275
-4,433
1641
$2.42M ﹤0.01%
166,007
+13,710
1642
$2.41M ﹤0.01%
299,475
-31,132
1643
$2.4M ﹤0.01%
+54,221
1644
$2.4M ﹤0.01%
54,949
+3,293
1645
$2.38M ﹤0.01%
35,065
+1,599
1646
$2.38M ﹤0.01%
+35,432
1647
$2.37M ﹤0.01%
47,688
-8,529
1648
$2.37M ﹤0.01%
94,457
-1,273
1649
$2.36M ﹤0.01%
12,651
+2,153
1650
$2.36M ﹤0.01%
10,017
+4,187
64 65
66
67 68