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
$18B
AUM Growth
+$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$139M
3
+$121M
4
CVX icon
Chevron
CVX
+$97.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$91.6M

Top Sells

1
+$277M
2
+$86.1M
3
+$20.8M
4
ESV
Ensco Rowan plc
ESV
+$20.2M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$14.8M

Sector Composition

1 Healthcare 13.7%
2 Technology 12.61%
3 Industrials 10.56%
4 Financials 9.76%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$220K ﹤0.01%
+30,136
2027
$220K ﹤0.01%
28,415
-5,420
2028
$220K ﹤0.01%
13,117
-2,308
2029
$219K ﹤0.01%
14,104
-6,796
2030
$219K ﹤0.01%
4,354
+144
2031
$219K ﹤0.01%
+3,298
2032
$219K ﹤0.01%
+7,361
2033
$218K ﹤0.01%
7,160
+4,080
2034
$218K ﹤0.01%
+6,293
2035
$218K ﹤0.01%
+12,300
2036
$218K ﹤0.01%
+3,132
2037
$217K ﹤0.01%
+4,527
2038
$217K ﹤0.01%
+5,095
2039
$217K ﹤0.01%
24,007
-109,682
2040
$217K ﹤0.01%
+17,090
2041
$217K ﹤0.01%
66,115
+5,687
2042
$216K ﹤0.01%
18,560
-30,414
2043
$216K ﹤0.01%
25,157
-967
2044
$216K ﹤0.01%
+3,265
2045
$216K ﹤0.01%
3,333
-4,658
2046
$216K ﹤0.01%
+7,317
2047
$216K ﹤0.01%
14,948
+650
2048
$216K ﹤0.01%
5,250
-300
2049
$216K ﹤0.01%
15,830
2050
$215K ﹤0.01%
+5,774
80 81
82
83 84