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
$66.8B
AUM Growth
+$6.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,443
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$79.2M
3
+$70.4M
4
KMB icon
Kimberly-Clark
KMB
+$63.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$51.3M

Top Sells

1
+$303M
2
+$61.5M
3
+$42.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.3M
5
NTAP icon
NetApp
NTAP
+$36.6M

Sector Composition

1 Technology 16.77%
2 Healthcare 10.89%
3 Financials 9.86%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.09M ﹤0.01%
32,277
-429
2027
$1.09M ﹤0.01%
18,222
+9,226
2028
$1.09M ﹤0.01%
126,154
+3,900
2029
$1.09M ﹤0.01%
20,706
-3,824
2030
$1.09M ﹤0.01%
30,318
+14,866
2031
$1.09M ﹤0.01%
16,932
+315
2032
$1.09M ﹤0.01%
64,562
+383
2033
$1.08M ﹤0.01%
86,446
-34,044
2034
$1.08M ﹤0.01%
37,060
-735
2035
$1.08M ﹤0.01%
5,138
+1,837
2036
$1.08M ﹤0.01%
32,706
+2,621
2037
$1.08M ﹤0.01%
3,991
+63
2038
$1.08M ﹤0.01%
+23,913
2039
$1.08M ﹤0.01%
28,849
-959
2040
$1.07M ﹤0.01%
9,939
-6,562
2041
$1.07M ﹤0.01%
22,148
+2,083
2042
$1.07M ﹤0.01%
28,675
+4,270
2043
$1.07M ﹤0.01%
14,057
-6,027
2044
$1.07M ﹤0.01%
14,215
+529
2045
$1.07M ﹤0.01%
50,424
-92,720
2046
$1.06M ﹤0.01%
28,922
-658
2047
$1.06M ﹤0.01%
27,638
+14,747
2048
$1.06M ﹤0.01%
60,615
2049
$1.06M ﹤0.01%
15,947
+184
2050
$1.06M ﹤0.01%
38,224
+593
80 81
82
83 84