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
$19.2B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,504
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$46.9M
3
+$38.1M
4
ABBV icon
AbbVie
ABBV
+$36.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.1M

Top Sells

1
+$155M
2
+$127M
3
+$47M
4
KMI icon
Kinder Morgan
KMI
+$37.3M
5
CB icon
Chubb
CB
+$32.3M

Sector Composition

1 Healthcare 14.14%
2 Technology 11.25%
3 Financials 11.12%
4 Industrials 9.19%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$239K ﹤0.01%
+8,610
2027
$239K ﹤0.01%
+26,295
2028
$239K ﹤0.01%
10,620
2029
$239K ﹤0.01%
6,186
+27
2030
$238K ﹤0.01%
+48,944
2031
$238K ﹤0.01%
13,216
-1,162
2032
$238K ﹤0.01%
10,596
-1,056
2033
$238K ﹤0.01%
14,362
-1,125
2034
$236K ﹤0.01%
13,545
-7,005
2035
$235K ﹤0.01%
11,312
-2,612
2036
$235K ﹤0.01%
15,781
2037
$235K ﹤0.01%
27,447
+8,592
2038
$235K ﹤0.01%
17,502
+1,008
2039
$234K ﹤0.01%
11,343
-35,540
2040
$234K ﹤0.01%
18,844
-675
2041
$234K ﹤0.01%
2,175
+338
2042
$234K ﹤0.01%
6,435
-8,079
2043
$232K ﹤0.01%
8,033
+261
2044
$232K ﹤0.01%
+4,104
2045
$232K ﹤0.01%
6,869
-42
2046
$231K ﹤0.01%
15,096
+636
2047
$231K ﹤0.01%
12,220
2048
$231K ﹤0.01%
28,973
+10,643
2049
$230K ﹤0.01%
+15,400
2050
$229K ﹤0.01%
+2,462
80 81
82
83 84