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
1826
$1.87M ﹤0.01%
48,411
-4,991
1827
$1.87M ﹤0.01%
464,198
+2,478
1828
$1.86M ﹤0.01%
44,118
+972
1829
$1.86M ﹤0.01%
26,880
-6,974
1830
$1.85M ﹤0.01%
457,308
+398,481
1831
$1.85M ﹤0.01%
73,289
+7,783
1832
$1.85M ﹤0.01%
11,350
-543
1833
$1.84M ﹤0.01%
27,156
-188,073
1834
$1.84M ﹤0.01%
66,739
-2,824
1835
$1.84M ﹤0.01%
32,534
+356
1836
$1.84M ﹤0.01%
70,418
+1,475
1837
$1.83M ﹤0.01%
75,946
-105,264
1838
$1.83M ﹤0.01%
82,262
-1,656
1839
$1.83M ﹤0.01%
48,748
-227
1840
$1.82M ﹤0.01%
59,942
+32,954
1841
$1.82M ﹤0.01%
11,524
+7,041
1842
$1.82M ﹤0.01%
105,074
-10,050
1843
$1.82M ﹤0.01%
97,855
-7,460
1844
$1.82M ﹤0.01%
91,597
-1,160
1845
$1.81M ﹤0.01%
73,318
+5,025
1846
$1.81M ﹤0.01%
45,323
+2,048
1847
$1.8M ﹤0.01%
65,404
+14,567
1848
$1.8M ﹤0.01%
80,246
-125,039
1849
$1.8M ﹤0.01%
42,923
+4,440
1850
$1.8M ﹤0.01%
19,746
-7,283
72 73
74
75 76