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
$27B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,717
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$43.9M
3
+$35.2M
4
ACN icon
Accenture
ACN
+$31.8M
5
PARA
Paramount Global Class B
PARA
+$31.6M

Top Sells

1
+$54.6M
2
+$45.6M
3
+$31.2M
4
ETP
Energy Transfer Partners L.p.
ETP
+$27.9M
5
VFC icon
VF Corp
VFC
+$27.7M

Sector Composition

1 Healthcare 11.82%
2 Financials 11.22%
3 Technology 11.02%
4 Industrials 9.09%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$372K ﹤0.01%
11,310
-5,963
2027
$371K ﹤0.01%
5,727
+503
2028
$370K ﹤0.01%
3,362
+86
2029
$367K ﹤0.01%
19,558
+459
2030
$367K ﹤0.01%
12,100
+150
2031
$366K ﹤0.01%
32,650
2032
$365K ﹤0.01%
7,235
-221
2033
$365K ﹤0.01%
8,564
+8
2034
$364K ﹤0.01%
13,477
-460
2035
$364K ﹤0.01%
17,767
-12
2036
$364K ﹤0.01%
+20,461
2037
$363K ﹤0.01%
24,125
-425
2038
$362K ﹤0.01%
20,088
+6,413
2039
$358K ﹤0.01%
4,517
+366
2040
$357K ﹤0.01%
7,062
-210
2041
$356K ﹤0.01%
12,027
-763
2042
$355K ﹤0.01%
5,620
+74
2043
$353K ﹤0.01%
10,925
+441
2044
$353K ﹤0.01%
+18,466
2045
$352K ﹤0.01%
12,534
-69
2046
$351K ﹤0.01%
10,970
-75
2047
$351K ﹤0.01%
376
-1
2048
$351K ﹤0.01%
18,398
+591
2049
$350K ﹤0.01%
8,562
+549
2050
$349K ﹤0.01%
8,725
-4,190
80 81
82
83 84