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
1776
$2M ﹤0.01%
65,793
-3,604
1777
$2M ﹤0.01%
15,770
+430
1778
$1.99M ﹤0.01%
57,371
-117,141
1779
$1.99M ﹤0.01%
7,851
+207
1780
$1.98M ﹤0.01%
262,827
-1,586
1781
$1.98M ﹤0.01%
844,659
-43,807
1782
$1.97M ﹤0.01%
38,722
-66,836
1783
$1.97M ﹤0.01%
181,388
-8,391
1784
$1.97M ﹤0.01%
11,752
+3,519
1785
$1.96M ﹤0.01%
67,439
+345
1786
$1.96M ﹤0.01%
77,087
+12,042
1787
$1.96M ﹤0.01%
7,238
-242
1788
$1.96M ﹤0.01%
201,656
+84,593
1789
$1.96M ﹤0.01%
32,403
-16,441
1790
$1.96M ﹤0.01%
11,533
+260
1791
$1.96M ﹤0.01%
12,720
+1,690
1792
$1.96M ﹤0.01%
13,881
-343
1793
$1.96M ﹤0.01%
20,416
-1,321
1794
$1.95M ﹤0.01%
91,272
-11,489
1795
$1.95M ﹤0.01%
12,428
-504
1796
$1.95M ﹤0.01%
12,756
-34,798
1797
$1.95M ﹤0.01%
88,478
+22,087
1798
$1.95M ﹤0.01%
23,590
+730
1799
$1.94M ﹤0.01%
46,757
-262
1800
$1.94M ﹤0.01%
68,511
+1,453
70 71
72
73 74