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
1951
$1.56M ﹤0.01%
88,161
+31,982
1952
$1.56M ﹤0.01%
69,978
-9,236
1953
$1.55M ﹤0.01%
30,964
-248
1954
$1.55M ﹤0.01%
209,999
-13,108
1955
$1.55M ﹤0.01%
96,384
+90
1956
$1.55M ﹤0.01%
14,698
-1,036
1957
$1.55M ﹤0.01%
43,403
+7,156
1958
$1.55M ﹤0.01%
28,151
-166
1959
$1.54M ﹤0.01%
64,414
+6,679
1960
$1.54M ﹤0.01%
29,024
-2,345
1961
$1.54M ﹤0.01%
14,824
+1,954
1962
$1.53M ﹤0.01%
54,918
+13,063
1963
$1.53M ﹤0.01%
188,177
-13,324
1964
$1.53M ﹤0.01%
49,927
+10,006
1965
$1.53M ﹤0.01%
37,908
+21,885
1966
$1.52M ﹤0.01%
127,624
-127,052
1967
$1.52M ﹤0.01%
58,935
+664
1968
$1.52M ﹤0.01%
44,682
+22,161
1969
$1.52M ﹤0.01%
15,682
+3,822
1970
$1.52M ﹤0.01%
229,507
+14,943
1971
$1.52M ﹤0.01%
170,951
+1,797
1972
$1.52M ﹤0.01%
19,844
+13,270
1973
$1.51M ﹤0.01%
22,054
+4,854
1974
$1.51M ﹤0.01%
25,135
-511
1975
$1.51M ﹤0.01%
31,547
-116
77 78
79
80 81