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
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
1926
$1.64M ﹤0.01%
73,145
+3,874
1927
$1.63M ﹤0.01%
96,711
-9,318
1928
$1.63M ﹤0.01%
15,501
+25
1929
$1.61M ﹤0.01%
50,712
-15
1930
$1.61M ﹤0.01%
52,999
-5,345
1931
$1.61M ﹤0.01%
1,156,280
-249,939
1932
$1.61M ﹤0.01%
42,586
+1,433
1933
$1.61M ﹤0.01%
39,285
-1,744
1934
$1.6M ﹤0.01%
11,788
+1,683
1935
$1.6M ﹤0.01%
+69,106
1936
$1.6M ﹤0.01%
12,794
+153
1937
$1.6M ﹤0.01%
214,878
-50,745
1938
$1.6M ﹤0.01%
63,329
-4,473
1939
$1.6M ﹤0.01%
+58,573
1940
$1.59M ﹤0.01%
67,227
+1,513
1941
$1.59M ﹤0.01%
38,733
+13,553
1942
$1.58M ﹤0.01%
22,316
-6,331
1943
$1.57M ﹤0.01%
73,598
-471
1944
$1.57M ﹤0.01%
115,640
+5,531
1945
$1.57M ﹤0.01%
95,951
-60,178
1946
$1.57M ﹤0.01%
57,744
-2,701
1947
$1.56M ﹤0.01%
41,048
+583
1948
$1.56M ﹤0.01%
46,101
-6,177
1949
$1.56M ﹤0.01%
12,670
-536
1950
$1.56M ﹤0.01%
53,631
+3,084
76 77
78
79 80