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
1851
$1.8M ﹤0.01%
53,274
-2,236
1852
$1.8M ﹤0.01%
37,096
-2,882
1853
$1.8M ﹤0.01%
16,813
+864
1854
$1.8M ﹤0.01%
513,580
-26,964
1855
$1.79M ﹤0.01%
38,979
-24,759
1856
$1.78M ﹤0.01%
126,028
+16,044
1857
$1.78M ﹤0.01%
12,934
+16
1858
$1.78M ﹤0.01%
81,135
+19,219
1859
$1.78M ﹤0.01%
14,118
+495
1860
$1.76M ﹤0.01%
21,326
+1,925
1861
$1.76M ﹤0.01%
36,524
+9,205
1862
$1.76M ﹤0.01%
10,198
-216
1863
$1.76M ﹤0.01%
104,047
+39,793
1864
$1.76M ﹤0.01%
11,753
+7,837
1865
$1.76M ﹤0.01%
71,449
-1,558
1866
$1.76M ﹤0.01%
22,581
+1,254
1867
$1.75M ﹤0.01%
268,756
+733
1868
$1.75M ﹤0.01%
208,668
+709
1869
$1.75M ﹤0.01%
50,045
-1,879
1870
$1.75M ﹤0.01%
74,776
+2,659
1871
$1.75M ﹤0.01%
172,941
+5,670
1872
$1.74M ﹤0.01%
252,187
+132,327
1873
$1.74M ﹤0.01%
28,401
+402
1874
$1.74M ﹤0.01%
63,808
-25,809
1875
$1.74M ﹤0.01%
34,080
73 74
75
76 77