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
$23.6B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,641
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$31.9M
3
+$31.4M
4
HDS
HD Supply Holdings, Inc.
HDS
+$31.2M
5
PEP icon
PepsiCo
PEP
+$26.8M

Top Sells

1
+$47.7M
2
+$46.1M
3
+$36.4M
4
DAL icon
Delta Air Lines
DAL
+$33.4M
5
WFC icon
Wells Fargo
WFC
+$25.9M

Sector Composition

1 Financials 11.54%
2 Healthcare 11.47%
3 Technology 10.93%
4 Industrials 8.95%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$305K ﹤0.01%
+9,727
2027
$305K ﹤0.01%
+4,890
2028
$305K ﹤0.01%
+12,559
2029
$305K ﹤0.01%
2,233
+45
2030
$305K ﹤0.01%
382
-2
2031
$305K ﹤0.01%
21,153
+698
2032
$305K ﹤0.01%
10,480
-1,891
2033
$304K ﹤0.01%
2,491
+765
2034
$304K ﹤0.01%
5,889
-54
2035
$303K ﹤0.01%
22,342
-2,452
2036
$303K ﹤0.01%
+9,037
2037
$302K ﹤0.01%
4,137
-117
2038
$302K ﹤0.01%
23,944
+12,960
2039
$302K ﹤0.01%
6,524
+852
2040
$301K ﹤0.01%
+24,969
2041
$301K ﹤0.01%
2,261
+325
2042
$300K ﹤0.01%
16,000
2043
$299K ﹤0.01%
+12,700
2044
$298K ﹤0.01%
15,411
-336
2045
$297K ﹤0.01%
+5,869
2046
$297K ﹤0.01%
2,061
-868
2047
$296K ﹤0.01%
6,290
+90
2048
$295K ﹤0.01%
22,754
-2,752
2049
$294K ﹤0.01%
+14,790
2050
$294K ﹤0.01%
32,232
-2,560
80 81
82
83 84