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
$36.2B
AUM Growth
-$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,245
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$145M
3
+$111M
4
V icon
Visa
V
+$106M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$93.8M

Top Sells

1
+$154M
2
+$143M
3
+$139M
4
GIS icon
General Mills
GIS
+$137M
5
AAPL icon
Apple
AAPL
+$110M

Sector Composition

1 Technology 14.42%
2 Healthcare 11.91%
3 Financials 8.67%
4 Consumer Staples 8.33%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$384K ﹤0.01%
3,636
-4,455
2027
$383K ﹤0.01%
22,235
+4,000
2028
$383K ﹤0.01%
35,598
-588,349
2029
$383K ﹤0.01%
17,310
+2,190
2030
$381K ﹤0.01%
41,114
+5,515
2031
$381K ﹤0.01%
13,968
+150
2032
$381K ﹤0.01%
34,437
+18
2033
$378K ﹤0.01%
+19,987
2034
$378K ﹤0.01%
10,457
-7,738
2035
$378K ﹤0.01%
2,831
-414
2036
$377K ﹤0.01%
2,712
-1,263
2037
$377K ﹤0.01%
+16,609
2038
$376K ﹤0.01%
+28,157
2039
$376K ﹤0.01%
14,331
-1,096
2040
$375K ﹤0.01%
3,482
-626
2041
$374K ﹤0.01%
8,253
+4,990
2042
$374K ﹤0.01%
17,200
-298
2043
$373K ﹤0.01%
9,900
-11,830
2044
$373K ﹤0.01%
35,000
-4,800
2045
$372K ﹤0.01%
4,074
-1,215
2046
$372K ﹤0.01%
14,890
-405,188
2047
$372K ﹤0.01%
59,166
+8,151
2048
$371K ﹤0.01%
50,948
-16,810
2049
$371K ﹤0.01%
22,951
-4,302
2050
$370K ﹤0.01%
42,983
-6,306
80 81
82
83 84