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
$22.2B
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,656
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$34.5M
3
+$24M
4
PLD icon
Prologis
PLD
+$22.1M
5
GLD icon
SPDR Gold Trust
GLD
+$20.2M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.2M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
AAPL icon
Apple
AAPL
+$20.3M

Sector Composition

1 Healthcare 12.63%
2 Technology 11.31%
3 Financials 9.93%
4 Industrials 8.59%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$274K ﹤0.01%
22,580
-483
2027
$273K ﹤0.01%
14,012
-444
2028
$273K ﹤0.01%
12,170
-100
2029
$271K ﹤0.01%
5,101
2030
$271K ﹤0.01%
6,178
+141
2031
$270K ﹤0.01%
11,775
-2,419
2032
$269K ﹤0.01%
10,000
2033
$269K ﹤0.01%
22,172
+2,389
2034
$269K ﹤0.01%
10,895
+275
2035
$268K ﹤0.01%
16,434
-5,204
2036
$268K ﹤0.01%
+5,550
2037
$267K ﹤0.01%
10,290
-1,204
2038
$267K ﹤0.01%
5,862
+712
2039
$267K ﹤0.01%
31,968
-2,950
2040
$267K ﹤0.01%
+16,737
2041
$266K ﹤0.01%
18,930
+3,264
2042
$266K ﹤0.01%
2,188
-3,370
2043
$266K ﹤0.01%
10,770
2044
$266K ﹤0.01%
6,492
+377
2045
$266K ﹤0.01%
10,931
-252
2046
$266K ﹤0.01%
10,686
+200
2047
$265K ﹤0.01%
8,160
-49,180
2048
$265K ﹤0.01%
1,936
-6,007
2049
$265K ﹤0.01%
13,138
-1,016
2050
$265K ﹤0.01%
21,793
+9,583
80 81
82
83 84