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
2001
$1.46M ﹤0.01%
166,862
+12,571
2002
$1.46M ﹤0.01%
58,401
-10,484
2003
$1.46M ﹤0.01%
70,487
+31,862
2004
$1.45M ﹤0.01%
53,736
-69,178
2005
$1.45M ﹤0.01%
99,123
+7,316
2006
$1.45M ﹤0.01%
26,295
+1,867
2007
$1.44M ﹤0.01%
11,138
-474
2008
$1.44M ﹤0.01%
11,076
-2,686
2009
$1.44M ﹤0.01%
128,553
+26,268
2010
$1.44M ﹤0.01%
107,774
+27,006
2011
$1.43M ﹤0.01%
44,057
+2,399
2012
$1.43M ﹤0.01%
27,348
-35
2013
$1.43M ﹤0.01%
34,157
-24,126
2014
$1.43M ﹤0.01%
13,378
+91
2015
$1.43M ﹤0.01%
316,831
+17,602
2016
$1.43M ﹤0.01%
17,307
-17
2017
$1.42M ﹤0.01%
27,787
+16,337
2018
$1.42M ﹤0.01%
177,627
-29,695
2019
$1.42M ﹤0.01%
398,561
+302,617
2020
$1.42M ﹤0.01%
31,441
-70
2021
$1.42M ﹤0.01%
72,640
+799
2022
$1.42M ﹤0.01%
154,167
-24,535
2023
$1.41M ﹤0.01%
44,490
+6,354
2024
$1.41M ﹤0.01%
42,543
+8,392
2025
$1.41M ﹤0.01%
17,236
+3,447
79 80
81
82 83