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
1901
$1.68M ﹤0.01%
160,259
-105,211
1902
$1.67M ﹤0.01%
159,648
+15,904
1903
$1.67M ﹤0.01%
96,174
+25,793
1904
$1.67M ﹤0.01%
34,692
-2,967
1905
$1.67M ﹤0.01%
+50,111
1906
$1.67M ﹤0.01%
51,749
+944
1907
$1.67M ﹤0.01%
130,865
-886
1908
$1.67M ﹤0.01%
82,698
-2,763
1909
$1.66M ﹤0.01%
15,845
-1
1910
$1.66M ﹤0.01%
357,455
-14,802
1911
$1.66M ﹤0.01%
10,684
-174
1912
$1.66M ﹤0.01%
73,703
-7,130
1913
$1.65M ﹤0.01%
157,445
-1,323
1914
$1.65M ﹤0.01%
315,012
+1,368
1915
$1.65M ﹤0.01%
40,986
+2,163
1916
$1.65M ﹤0.01%
97,919
+25,530
1917
$1.65M ﹤0.01%
16,922
+212
1918
$1.64M ﹤0.01%
43,763
-59
1919
$1.64M ﹤0.01%
142,708
-892
1920
$1.64M ﹤0.01%
59,208
1921
$1.64M ﹤0.01%
82,869
+1,650
1922
$1.64M ﹤0.01%
12,340
-223
1923
$1.64M ﹤0.01%
75,452
-1,739
1924
$1.64M ﹤0.01%
156,802
-16,600
1925
$1.64M ﹤0.01%
85,316
+134
75 76
77
78 79