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
1726
$2.14M ﹤0.01%
42,881
+12,381
1727
$2.14M ﹤0.01%
81,357
+3,857
1728
$2.14M ﹤0.01%
18,558
+56
1729
$2.13M ﹤0.01%
24,819
-48,596
1730
$2.13M ﹤0.01%
57,190
-2,432
1731
$2.13M ﹤0.01%
22,232
+2,964
1732
$2.13M ﹤0.01%
125,665
+40,937
1733
$2.13M ﹤0.01%
78,799
-929
1734
$2.13M ﹤0.01%
161,182
+5,249
1735
$2.11M ﹤0.01%
42,821
+19,309
1736
$2.11M ﹤0.01%
16,019
-5,340
1737
$2.1M ﹤0.01%
91,742
+92
1738
$2.1M ﹤0.01%
52,080
-71
1739
$2.1M ﹤0.01%
31,897
+1,360
1740
$2.1M ﹤0.01%
44,892
-2,838
1741
$2.1M ﹤0.01%
28,307
1742
$2.09M ﹤0.01%
41,939
+1,236
1743
$2.09M ﹤0.01%
249,509
+8,649
1744
$2.08M ﹤0.01%
100,531
-4,881
1745
$2.07M ﹤0.01%
42,414
+710
1746
$2.07M ﹤0.01%
154,365
+2,776
1747
$2.07M ﹤0.01%
66,060
-507,550
1748
$2.07M ﹤0.01%
263,621
-261,403
1749
$2.07M ﹤0.01%
54,603
-629
1750
$2.07M ﹤0.01%
47,327
-704
68 69
70
71 72