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
1976
$1.51M ﹤0.01%
29,814
-19,632
1977
$1.5M ﹤0.01%
810,379
+8,363
1978
$1.5M ﹤0.01%
35,598
+532
1979
$1.5M ﹤0.01%
63,216
-12,259
1980
$1.49M ﹤0.01%
83,980
+28,789
1981
$1.49M ﹤0.01%
52,335
-7,535
1982
$1.49M ﹤0.01%
188,439
+337
1983
$1.49M ﹤0.01%
64,970
+24,139
1984
$1.49M ﹤0.01%
26,340
+7,365
1985
$1.49M ﹤0.01%
40,932
+11,983
1986
$1.49M ﹤0.01%
164,480
-2,089
1987
$1.48M ﹤0.01%
40,928
-28,004
1988
$1.48M ﹤0.01%
25,800
-2,246
1989
$1.48M ﹤0.01%
26,037
-648
1990
$1.47M ﹤0.01%
80,616
-1,016
1991
$1.47M ﹤0.01%
42,727
-52
1992
$1.47M ﹤0.01%
41,583
-1,670
1993
$1.47M ﹤0.01%
30,768
+13,647
1994
$1.46M ﹤0.01%
25,559
+8,357
1995
$1.46M ﹤0.01%
9,577
+2,071
1996
$1.46M ﹤0.01%
82,398
-1,372
1997
$1.46M ﹤0.01%
5,128
+415
1998
$1.46M ﹤0.01%
24,926
+480
1999
$1.46M ﹤0.01%
148,088
+1,821
2000
$1.46M ﹤0.01%
188,844
+39,564
78 79
80
81 82