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
2026
$1.41M ﹤0.01%
27,065
-484
2027
$1.41M ﹤0.01%
189,301
+55,540
2028
$1.41M ﹤0.01%
22,487
+1,380
2029
$1.41M ﹤0.01%
31,275
+2,543
2030
$1.4M ﹤0.01%
36,533
+376
2031
$1.4M ﹤0.01%
+5,422
2032
$1.4M ﹤0.01%
34,621
-4,427
2033
$1.4M ﹤0.01%
26,327
-4,081
2034
$1.4M ﹤0.01%
31,510
+6,796
2035
$1.39M ﹤0.01%
+8,515
2036
$1.39M ﹤0.01%
26,570
+1,383
2037
$1.39M ﹤0.01%
137,500
+21,387
2038
$1.39M ﹤0.01%
25,527
+9,513
2039
$1.38M ﹤0.01%
52,634
-73,061
2040
$1.38M ﹤0.01%
52,875
-7,331
2041
$1.38M ﹤0.01%
20,184
+10,137
2042
$1.38M ﹤0.01%
19,007
+1,653
2043
$1.37M ﹤0.01%
112,410
+21,115
2044
$1.37M ﹤0.01%
176,607
+36,862
2045
$1.37M ﹤0.01%
20,860
-1,874
2046
$1.37M ﹤0.01%
13,144
-259
2047
$1.37M ﹤0.01%
85,751
+1,823
2048
$1.37M ﹤0.01%
13,599
-2,407
2049
$1.37M ﹤0.01%
36,429
+640
2050
$1.37M ﹤0.01%
66,184
+771
80 81
82
83 84