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
$18.3B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,466
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.9M
3
+$42.2M
4
CTSH icon
Cognizant
CTSH
+$31.8M
5
IRM icon
Iron Mountain
IRM
+$31.4M

Top Sells

1
+$59.3M
2
+$35.8M
3
+$34.1M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$29.2M
5
DUK icon
Duke Energy
DUK
+$28.3M

Sector Composition

1 Healthcare 13.98%
2 Technology 11.97%
3 Industrials 10.28%
4 Financials 9.56%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$235K ﹤0.01%
+4,661
2027
$235K ﹤0.01%
18,070
-1,100
2028
$235K ﹤0.01%
14,932
2029
$234K ﹤0.01%
10,879
-6,558
2030
$234K ﹤0.01%
19,676
+1,071
2031
$234K ﹤0.01%
10,450
-1,900
2032
$233K ﹤0.01%
+7,421
2033
$233K ﹤0.01%
9,360
2034
$233K ﹤0.01%
8,998
+368
2035
$232K ﹤0.01%
28,985
+570
2036
$232K ﹤0.01%
20,356
-1,927
2037
$232K ﹤0.01%
16,839
-2,295
2038
$231K ﹤0.01%
+3,840
2039
$231K ﹤0.01%
+8,200
2040
$231K ﹤0.01%
+8,380
2041
$231K ﹤0.01%
+4,395
2042
$229K ﹤0.01%
9,486
-1,343
2043
$228K ﹤0.01%
+6,546
2044
$228K ﹤0.01%
16,481
+4,788
2045
$228K ﹤0.01%
+7,386
2046
$228K ﹤0.01%
3,426
+679
2047
$228K ﹤0.01%
+947
2048
$227K ﹤0.01%
+7,000
2049
$227K ﹤0.01%
+9,278
2050
$226K ﹤0.01%
47,671
-1,860
80 81
82
83 84