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
1676
$2.3M ﹤0.01%
35,621
-2,424
1677
$2.29M ﹤0.01%
159,469
+27,311
1678
$2.29M ﹤0.01%
29,707
-24,720
1679
$2.29M ﹤0.01%
1,869
-51
1680
$2.29M ﹤0.01%
243,414
-29,535
1681
$2.28M ﹤0.01%
54,724
+78
1682
$2.28M ﹤0.01%
60,415
+1,244
1683
$2.28M ﹤0.01%
87,797
+14,586
1684
$2.27M ﹤0.01%
75,253
+937
1685
$2.27M ﹤0.01%
41,652
-686
1686
$2.27M ﹤0.01%
80,103
+3,908
1687
$2.27M ﹤0.01%
33,143
+2,468
1688
$2.27M ﹤0.01%
18,152
+571
1689
$2.27M ﹤0.01%
125,725
-2,512
1690
$2.26M ﹤0.01%
48,525
+197
1691
$2.26M ﹤0.01%
27,261
-858
1692
$2.26M ﹤0.01%
176,048
-5,458
1693
$2.26M ﹤0.01%
31,169
+11,470
1694
$2.26M ﹤0.01%
108,175
-60,816
1695
$2.25M ﹤0.01%
36,939
-30,459
1696
$2.25M ﹤0.01%
8,700
-1,831
1697
$2.24M ﹤0.01%
69,390
-374
1698
$2.24M ﹤0.01%
21,552
-1,168
1699
$2.24M ﹤0.01%
7,661
+19
1700
$2.23M ﹤0.01%
49,936
-611
66 67
68
69 70