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
$30.9B
AUM Growth
-$3.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$85.2M
3
+$73.4M
4
VTR icon
Ventas
VTR
+$53.9M
5
IRM icon
Iron Mountain
IRM
+$50.8M

Top Sells

1
+$81.3M
2
+$69.8M
3
+$51.3M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$37.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.3M

Sector Composition

1 Technology 12.57%
2 Healthcare 11.99%
3 Financials 10.4%
4 Industrials 7.83%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$427K ﹤0.01%
21,808
+8,944
2027
$427K ﹤0.01%
+15,681
2028
$424K ﹤0.01%
18,269
+1,140
2029
$423K ﹤0.01%
9,510
-1,943
2030
$421K ﹤0.01%
41,946
-2,935
2031
$419K ﹤0.01%
13,045
-3,533
2032
$419K ﹤0.01%
29,353
-147,468
2033
$418K ﹤0.01%
6,818
-102
2034
$417K ﹤0.01%
5,979
-3,855
2035
$417K ﹤0.01%
89,268
+9,250
2036
$416K ﹤0.01%
72,881
+38,749
2037
$416K ﹤0.01%
61,046
+7,474
2038
$414K ﹤0.01%
73,861
+6,850
2039
$413K ﹤0.01%
8,671
-305
2040
$413K ﹤0.01%
9,940
+682
2041
$413K ﹤0.01%
9,816
-826
2042
$412K ﹤0.01%
104,147
+19,988
2043
$411K ﹤0.01%
9,601
-729
2044
$410K ﹤0.01%
+22,351
2045
$409K ﹤0.01%
17,874
+1,944
2046
$409K ﹤0.01%
7,196
-9,165
2047
$409K ﹤0.01%
8,501
-485
2048
$409K ﹤0.01%
42,317
+13,459
2049
$408K ﹤0.01%
+9,368
2050
$408K ﹤0.01%
29,714
-29,521
80 81
82
83 84