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
1801
$1.94M ﹤0.01%
20,402
-5,324
1802
$1.94M ﹤0.01%
72,882
-6,125
1803
$1.94M ﹤0.01%
49,194
+459
1804
$1.93M ﹤0.01%
+34,961
1805
$1.93M ﹤0.01%
73,903
+51,601
1806
$1.93M ﹤0.01%
52,689
-991
1807
$1.92M ﹤0.01%
49,191
+3,195
1808
$1.92M ﹤0.01%
28,844
+7,543
1809
$1.91M ﹤0.01%
35,139
+3,355
1810
$1.91M ﹤0.01%
105,228
+1,383
1811
$1.91M ﹤0.01%
57,200
+1,432
1812
$1.91M ﹤0.01%
34,705
+6,632
1813
$1.9M ﹤0.01%
50,679
+870
1814
$1.9M ﹤0.01%
37,755
-13,696
1815
$1.89M ﹤0.01%
24,328
-1,156
1816
$1.89M ﹤0.01%
81,006
+17,468
1817
$1.88M ﹤0.01%
49,384
-2,229
1818
$1.88M ﹤0.01%
60,114
+41,357
1819
$1.88M ﹤0.01%
8,840
+1,172
1820
$1.88M ﹤0.01%
11,961
+7,575
1821
$1.88M ﹤0.01%
39,041
-6,021
1822
$1.88M ﹤0.01%
50,660
+1,155
1823
$1.88M ﹤0.01%
15,711
+2,104
1824
$1.88M ﹤0.01%
52,236
-2,323
1825
$1.88M ﹤0.01%
13,330
-986
71 72
73
74 75