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
$11.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,312
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$30.8M
3
+$26.8M
4
GM icon
General Motors
GM
+$22.4M
5
TGNA icon
TEGNA Inc
TGNA
+$21.9M

Top Sells

1
+$29.5M
2
+$26.2M
3
+$25.4M
4
COP icon
ConocoPhillips
COP
+$24.5M
5
TDS icon
Telephone and Data Systems
TDS
+$19.6M

Sector Composition

1 Technology 13.13%
2 Healthcare 10.2%
3 Industrials 10.02%
4 Financials 8.86%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$170K ﹤0.01%
+10,600
2027
$170K ﹤0.01%
+2,669
2028
$170K ﹤0.01%
23,854
-520
2029
$167K ﹤0.01%
1,648
+148
2030
$166K ﹤0.01%
10,000
2031
$166K ﹤0.01%
11,000
2032
$162K ﹤0.01%
31,452
+21,052
2033
$161K ﹤0.01%
+16,306
2034
$161K ﹤0.01%
+10,580
2035
$160K ﹤0.01%
828
+7
2036
$160K ﹤0.01%
+11,973
2037
$159K ﹤0.01%
+10,500
2038
$157K ﹤0.01%
16,056
+2,893
2039
$156K ﹤0.01%
12,350
+1,975
2040
$155K ﹤0.01%
+1,196
2041
$154K ﹤0.01%
+28,300
2042
$154K ﹤0.01%
14,224
+3,324
2043
$152K ﹤0.01%
+20,000
2044
$149K ﹤0.01%
+10,923
2045
$149K ﹤0.01%
+17,027
2046
$145K ﹤0.01%
13,665
-39,966
2047
$143K ﹤0.01%
649
-504
2048
$142K ﹤0.01%
+11,637
2049
$142K ﹤0.01%
28,278
-805
2050
$141K ﹤0.01%
11,160
80 81
82
83 84