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
1876
$1.73M ﹤0.01%
214,265
-32,480
1877
$1.73M ﹤0.01%
9,427
-22
1878
$1.73M ﹤0.01%
52,034
1879
$1.72M ﹤0.01%
64,273
-1,913
1880
$1.72M ﹤0.01%
80,626
+3,412
1881
$1.72M ﹤0.01%
24,883
-1,097,572
1882
$1.72M ﹤0.01%
50,400
+752
1883
$1.72M ﹤0.01%
301,807
-132,442
1884
$1.72M ﹤0.01%
10,875
+3,626
1885
$1.72M ﹤0.01%
8,041
-206
1886
$1.71M ﹤0.01%
55,343
-5,657
1887
$1.71M ﹤0.01%
35,898
-16,109
1888
$1.71M ﹤0.01%
49,586
-1,299
1889
$1.7M ﹤0.01%
4,337
+376
1890
$1.7M ﹤0.01%
53,924
+12,898
1891
$1.7M ﹤0.01%
5,182
-139
1892
$1.7M ﹤0.01%
12,849
-563
1893
$1.7M ﹤0.01%
118,656
-26,629
1894
$1.7M ﹤0.01%
43,128
+2,891
1895
$1.69M ﹤0.01%
41,107
+201
1896
$1.68M ﹤0.01%
32,909
-508
1897
$1.68M ﹤0.01%
45,071
+32,747
1898
$1.68M ﹤0.01%
14,792
-1,050
1899
$1.68M ﹤0.01%
188,976
+117,430
1900
$1.68M ﹤0.01%
102,426
-36
74 75
76
77 78