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
$19.3B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,520
New
Increased
Reduced
Closed

Top Buys

1
+$321M
2
+$82.5M
3
+$52.2M
4
KO icon
Coca-Cola
KO
+$44.2M
5
JPM icon
JPMorgan Chase
JPM
+$36.7M

Top Sells

1
+$54.1M
2
+$20.9M
3
+$19.4M
4
AEO icon
American Eagle Outfitters
AEO
+$17.8M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$17.5M

Sector Composition

1 Healthcare 13.84%
2 Technology 11.4%
3 Industrials 10.03%
4 Financials 9.96%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$262K ﹤0.01%
+26,566
2027
$261K ﹤0.01%
5,696
+1,611
2028
$261K ﹤0.01%
+8,042
2029
$260K ﹤0.01%
+3,762
2030
$259K ﹤0.01%
28,099
+475
2031
$259K ﹤0.01%
10,348
2032
$258K ﹤0.01%
388
+82
2033
$258K ﹤0.01%
7,778
-651
2034
$258K ﹤0.01%
5,144
+805
2035
$258K ﹤0.01%
17,950
2036
$257K ﹤0.01%
25,673
-640,764
2037
$256K ﹤0.01%
4,661
2038
$256K ﹤0.01%
+16,432
2039
$255K ﹤0.01%
16,420
-163
2040
$255K ﹤0.01%
+10,293
2041
$255K ﹤0.01%
9,616
+1,213
2042
$254K ﹤0.01%
+13,005
2043
$254K ﹤0.01%
10,191
+831
2044
$254K ﹤0.01%
+10,620
2045
$253K ﹤0.01%
7,088
-4,876
2046
$253K ﹤0.01%
20,192
2047
$252K ﹤0.01%
4,614
+1,188
2048
$252K ﹤0.01%
9,700
+350
2049
$252K ﹤0.01%
9,218
-14,087
2050
$251K ﹤0.01%
+8,013
80 81
82
83 84