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
$18.8B
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,530
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$44M
3
+$42.8M
4
DIS icon
Walt Disney
DIS
+$41.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$36.6M

Top Sells

1
+$168M
2
+$90.8M
3
+$71.7M
4
CCI icon
Crown Castle
CCI
+$66.1M
5
CB icon
Chubb
CB
+$56.1M

Sector Composition

1 Healthcare 12.7%
2 Technology 11.91%
3 Financials 10.41%
4 Industrials 9.45%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$178K ﹤0.01%
17,807
2027
$178K ﹤0.01%
4,266
-606
2028
$177K ﹤0.01%
31,403
-2,447
2029
$176K ﹤0.01%
12,960
-10,324
2030
$175K ﹤0.01%
6,600
-429
2031
$175K ﹤0.01%
10,427
-2,463
2032
$175K ﹤0.01%
33,320
2033
$174K ﹤0.01%
14,785
-1,359
2034
$174K ﹤0.01%
23,729
-244
2035
$173K ﹤0.01%
17,593
+4,628
2036
$172K ﹤0.01%
1,133
-2,480
2037
$171K ﹤0.01%
+12,490
2038
$170K ﹤0.01%
+10,145
2039
$169K ﹤0.01%
16,091
+188
2040
$167K ﹤0.01%
+16,680
2041
$164K ﹤0.01%
12,000
2042
$162K ﹤0.01%
+10,572
2043
$162K ﹤0.01%
30,676
+560
2044
$162K ﹤0.01%
+23,229
2045
$161K ﹤0.01%
20,000
+10,000
2046
$160K ﹤0.01%
10,825
2047
$160K ﹤0.01%
+21,477
2048
$159K ﹤0.01%
+14,037
2049
$157K ﹤0.01%
8,337
+35
2050
$157K ﹤0.01%
1,720
+93
80 81
82
83 84