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
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$159M
3
+$125M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$89M
5
CCI icon
Crown Castle
CCI
+$84.9M

Top Sells

1
+$108M
2
+$43.6M
3
+$34M
4
F icon
Ford
F
+$32.4M
5
KMB icon
Kimberly-Clark
KMB
+$31.6M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.39%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$309K ﹤0.01%
18,683
+1,981
2027
$308K ﹤0.01%
29,222
+11,415
2028
$307K ﹤0.01%
1,115
-411
2029
$307K ﹤0.01%
16,395
+78
2030
$306K ﹤0.01%
8,703
-2,013
2031
$306K ﹤0.01%
14,482
-2,052
2032
$304K ﹤0.01%
+28,223
2033
$303K ﹤0.01%
10,000
2034
$302K ﹤0.01%
8,270
-1,259
2035
$302K ﹤0.01%
23,695
+1,855
2036
$302K ﹤0.01%
+23,056
2037
$302K ﹤0.01%
+10,914
2038
$301K ﹤0.01%
27,974
+1,254
2039
$301K ﹤0.01%
40,918
-1,308
2040
$300K ﹤0.01%
7,052
-3,416
2041
$298K ﹤0.01%
23,236
-986
2042
$296K ﹤0.01%
+14,271
2043
$296K ﹤0.01%
9,948
-7,476
2044
$296K ﹤0.01%
+10,512
2045
$296K ﹤0.01%
14,375
-3,935
2046
$296K ﹤0.01%
+25,000
2047
$295K ﹤0.01%
7,661
-676
2048
$295K ﹤0.01%
2,775
-2,357
2049
$295K ﹤0.01%
21,212
+200
2050
$294K ﹤0.01%
11,171
+2,633
80 81
82
83 84