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
1751
$2.07M ﹤0.01%
92,256
+5,294
1752
$2.06M ﹤0.01%
18,536
-126
1753
$2.06M ﹤0.01%
53,737
+10,134
1754
$2.06M ﹤0.01%
15,755
-31,596
1755
$2.05M ﹤0.01%
181,342
+36,621
1756
$2.05M ﹤0.01%
207,275
+95,527
1757
$2.05M ﹤0.01%
+56,000
1758
$2.05M ﹤0.01%
53,218
+33,999
1759
$2.05M ﹤0.01%
35,327
-1,462
1760
$2.05M ﹤0.01%
88,017
+3,869
1761
$2.05M ﹤0.01%
14,592
-1,452
1762
$2.05M ﹤0.01%
59,938
-7,464
1763
$2.04M ﹤0.01%
44,827
+3,989
1764
$2.04M ﹤0.01%
9,834
+264
1765
$2.03M ﹤0.01%
46,135
+33,707
1766
$2.03M ﹤0.01%
97,585
+17,616
1767
$2.03M ﹤0.01%
41,306
+9,940
1768
$2.02M ﹤0.01%
8,193
-1,205
1769
$2.02M ﹤0.01%
94,518
-30,140
1770
$2.02M ﹤0.01%
32,727
+1,976
1771
$2.01M ﹤0.01%
27,048
+1,632
1772
$2.01M ﹤0.01%
11,468
+462
1773
$2.01M ﹤0.01%
40,863
+3,655
1774
$2M ﹤0.01%
86,815
-28
1775
$2M ﹤0.01%
273,464
+16,882
69 70
71
72 73