Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,558
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

Sector Composition

1 Technology 18.12%
2 Healthcare 11.33%
3 Financials 9.34%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.15M ﹤0.01%
46,769
+2,582
2027
$1.15M ﹤0.01%
22,115
+4,492
2028
$1.15M ﹤0.01%
238,164
-134,936
2029
$1.15M ﹤0.01%
107,360
+2,000
2030
$1.14M ﹤0.01%
34,000
2031
$1.14M ﹤0.01%
55,477
+8,687
2032
$1.14M ﹤0.01%
75,682
+11,288
2033
$1.14M ﹤0.01%
49,756
+6,739
2034
$1.14M ﹤0.01%
60,755
2035
$1.14M ﹤0.01%
8,443
+954
2036
$1.14M ﹤0.01%
12,324
+32
2037
$1.13M ﹤0.01%
22,635
-5,902
2038
$1.13M ﹤0.01%
29,880
-1,695
2039
$1.13M ﹤0.01%
12,686
-48
2040
$1.13M ﹤0.01%
22,079
+7,416
2041
$1.13M ﹤0.01%
17,525
-39
2042
$1.13M ﹤0.01%
14,712
-1,998
2043
$1.13M ﹤0.01%
83,380
-681
2044
$1.12M ﹤0.01%
6,371
+632
2045
$1.12M ﹤0.01%
4,870
-173
2046
$1.12M ﹤0.01%
55,305
+4,107
2047
$1.12M ﹤0.01%
45,300
-521
2048
$1.11M ﹤0.01%
53,450
-5,223
2049
$1.11M ﹤0.01%
365,082
+77,441
2050
$1.1M ﹤0.01%
+59,077
80 81
82
83 84