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
1701
$2.23M ﹤0.01%
45,683
+15,056
1702
$2.22M ﹤0.01%
66,504
+3,599
1703
$2.22M ﹤0.01%
22,384
+2,820
1704
$2.22M ﹤0.01%
5,136
+31
1705
$2.21M ﹤0.01%
119,478
+23,218
1706
$2.21M ﹤0.01%
41,281
+16,874
1707
$2.21M ﹤0.01%
266,737
-45,241
1708
$2.2M ﹤0.01%
7,051
-983
1709
$2.19M ﹤0.01%
+26,546
1710
$2.19M ﹤0.01%
133,978
+14,499
1711
$2.19M ﹤0.01%
13,646
+963
1712
$2.19M ﹤0.01%
89,993
+2,438
1713
$2.18M ﹤0.01%
197,697
+53,673
1714
$2.17M ﹤0.01%
131,039
-10,468
1715
$2.17M ﹤0.01%
107,946
+20,782
1716
$2.16M ﹤0.01%
60,101
+31,915
1717
$2.16M ﹤0.01%
366,490
-49,002
1718
$2.16M ﹤0.01%
54,779
-3,026
1719
$2.16M ﹤0.01%
36,597
+2,004
1720
$2.15M ﹤0.01%
85,264
+9,955
1721
$2.15M ﹤0.01%
74,498
+4,337
1722
$2.15M ﹤0.01%
44,587
+4,548
1723
$2.15M ﹤0.01%
758,584
1724
$2.15M ﹤0.01%
45,450
+2,052
1725
$2.14M ﹤0.01%
43,481
+26
67 68
69
70 71