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
1651
$2.36M ﹤0.01%
111,862
-106,188
1652
$2.35M ﹤0.01%
118,664
-30,306
1653
$2.35M ﹤0.01%
17,097
+4,534
1654
$2.35M ﹤0.01%
43,632
-160
1655
$2.35M ﹤0.01%
168,437
-383,037
1656
$2.35M ﹤0.01%
68,954
+37,226
1657
$2.35M ﹤0.01%
25,478
+662
1658
$2.35M ﹤0.01%
32,878
-4,065
1659
$2.35M ﹤0.01%
127,878
+25,655
1660
$2.34M ﹤0.01%
317,290
+18,330
1661
$2.33M ﹤0.01%
9,372
-3,940
1662
$2.33M ﹤0.01%
85,003
-30,218
1663
$2.33M ﹤0.01%
129,083
-24,894
1664
$2.33M ﹤0.01%
123,266
+1,032
1665
$2.32M ﹤0.01%
76,025
-2,617
1666
$2.32M ﹤0.01%
12,554
-253
1667
$2.32M ﹤0.01%
49,927
-847
1668
$2.32M ﹤0.01%
213,719
-37,005
1669
$2.32M ﹤0.01%
23,352
+5,398
1670
$2.31M ﹤0.01%
31,793
+15,397
1671
$2.31M ﹤0.01%
30,909
-32,566
1672
$2.3M ﹤0.01%
29,392
+19,157
1673
$2.3M ﹤0.01%
57,959
+1,638
1674
$2.3M ﹤0.01%
148,497
+41,529
1675
$2.3M ﹤0.01%
93,272
-10,496
65 66
67
68 69