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
$31.5B
AUM Growth
+$2.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,812
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$130M
3
+$57.8M
4
MBB icon
iShares MBS ETF
MBB
+$57.1M
5
ASTE icon
Astec Industries
ASTE
+$56.1M

Top Sells

1
+$77M
2
+$70.5M
3
+$67.2M
4
DD icon
DuPont de Nemours
DD
+$56.9M
5
BCR
CR Bard Inc.
BCR
+$48.3M

Sector Composition

1 Technology 11.78%
2 Financials 11.71%
3 Healthcare 10.44%
4 Industrials 9.09%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$409K ﹤0.01%
19,750
2027
$408K ﹤0.01%
18,084
+2,302
2028
$407K ﹤0.01%
+3,991
2029
$407K ﹤0.01%
7,035
-10,316
2030
$406K ﹤0.01%
11,335
-455
2031
$406K ﹤0.01%
29,804
+2,440
2032
$406K ﹤0.01%
12,276
+1,944
2033
$406K ﹤0.01%
24,590
-3,191
2034
$405K ﹤0.01%
32,650
2035
$405K ﹤0.01%
4,528
+1,026
2036
$405K ﹤0.01%
29,345
-4,068
2037
$404K ﹤0.01%
17,431
-150
2038
$402K ﹤0.01%
4,560
-438
2039
$402K ﹤0.01%
22,389
-7,431
2040
$401K ﹤0.01%
18,278
+4,415
2041
$400K ﹤0.01%
6,118
-140
2042
$400K ﹤0.01%
35,948
+8,073
2043
$399K ﹤0.01%
21,373
+8,877
2044
$398K ﹤0.01%
18,676
+5,279
2045
$398K ﹤0.01%
20,860
-3,527
2046
$397K ﹤0.01%
27,099
+2,150
2047
$395K ﹤0.01%
14,259
-2,110
2048
$395K ﹤0.01%
5,331
+337
2049
$393K ﹤0.01%
9,131
+506
2050
$392K ﹤0.01%
+7,168
80 81
82
83 84