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
$73.3B
AUM Growth
-$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,584
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$101M
3
+$94.6M
4
CLX icon
Clorox
CLX
+$92.1M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$82.8M

Top Sells

1
+$355M
2
+$163M
3
+$111M
4
UPS icon
United Parcel Service
UPS
+$90M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$81.4M

Sector Composition

1 Technology 17.23%
2 Healthcare 11.66%
3 Financials 9.32%
4 Industrials 9.17%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.13M ﹤0.01%
27,746
-24,154
2027
$1.13M ﹤0.01%
8,211
+1,927
2028
$1.13M ﹤0.01%
14,863
-8,278
2029
$1.13M ﹤0.01%
3,743
+33
2030
$1.13M ﹤0.01%
55,800
+8,449
2031
$1.12M ﹤0.01%
34,491
-7,148
2032
$1.12M ﹤0.01%
30,790
+205
2033
$1.12M ﹤0.01%
55,882
+1,854
2034
$1.12M ﹤0.01%
91,639
-112,793
2035
$1.12M ﹤0.01%
29,118
+4,665
2036
$1.12M ﹤0.01%
19,828
-850
2037
$1.12M ﹤0.01%
27,755
-2,427
2038
$1.11M ﹤0.01%
6,111
-189
2039
$1.11M ﹤0.01%
248,466
-15,959
2040
$1.11M ﹤0.01%
53,914
-212
2041
$1.11M ﹤0.01%
10,248
-4,486
2042
$1.11M ﹤0.01%
26,106
-4,546
2043
$1.1M ﹤0.01%
60,755
2044
$1.1M ﹤0.01%
24,237
-2,886
2045
$1.1M ﹤0.01%
23,065
-53,877
2046
$1.1M ﹤0.01%
24,735
+1,297
2047
$1.1M ﹤0.01%
14,414
-12,094
2048
$1.1M ﹤0.01%
11,771
+1,084
2049
$1.1M ﹤0.01%
15,801
+3,115
2050
$1.09M ﹤0.01%
19,844
-11,787
80 81
82
83 84