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
$34.9B
AUM Growth
+$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,904
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$60.2M
3
+$59.4M
4
PACW
PacWest Bancorp
PACW
+$29.3M
5
HBAN icon
Huntington Bancshares
HBAN
+$28.8M

Top Sells

1
+$56.3M
2
+$41.5M
3
+$36.3M
4
BMO icon
Bank of Montreal
BMO
+$28.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.4M

Sector Composition

1 Technology 13.3%
2 Healthcare 11.28%
3 Financials 11.02%
4 Industrials 8.47%
5 Consumer Discretionary 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$565K ﹤0.01%
10,024
+3,199
2027
$565K ﹤0.01%
22,602
+1,288
2028
$565K ﹤0.01%
5,056
+1,576
2029
$564K ﹤0.01%
+4,783
2030
$563K ﹤0.01%
48,457
-130
2031
$562K ﹤0.01%
43,767
+7,912
2032
$559K ﹤0.01%
605
-3
2033
$558K ﹤0.01%
100,000
2034
$558K ﹤0.01%
10,923
+76
2035
$556K ﹤0.01%
34,031
-4,440
2036
$554K ﹤0.01%
4,282
+100
2037
$554K ﹤0.01%
37,840
-3,000
2038
$553K ﹤0.01%
8,391
+26
2039
$551K ﹤0.01%
25,081
-3,200
2040
$551K ﹤0.01%
3,434
+230
2041
$550K ﹤0.01%
76,520
+11,624
2042
$550K ﹤0.01%
14,614
-200
2043
$546K ﹤0.01%
7,221
+100
2044
$545K ﹤0.01%
+17,764
2045
$544K ﹤0.01%
+8,280
2046
$543K ﹤0.01%
10,295
-16,025
2047
$542K ﹤0.01%
20,496
+3,916
2048
$539K ﹤0.01%
4,514
+868
2049
$538K ﹤0.01%
9,516
+1,127
2050
$538K ﹤0.01%
43,168
-2,200
80 81
82
83 84