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
$63.9B
AUM Growth
-$9.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,530
New
Increased
Reduced
Closed

Top Buys

1
+$248M
2
+$101M
3
+$95.4M
4
DUK icon
Duke Energy
DUK
+$69.2M
5
WMT icon
Walmart
WMT
+$51.7M

Top Sells

1
+$131M
2
+$91M
3
+$83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$79.6M
5
DIS icon
Walt Disney
DIS
+$65.2M

Sector Composition

1 Technology 15.45%
2 Healthcare 13%
3 Industrials 9.26%
4 Financials 8.84%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$950K ﹤0.01%
15,128
+817
2027
$949K ﹤0.01%
56,886
+14,345
2028
$949K ﹤0.01%
23,554
-1,895
2029
$947K ﹤0.01%
5,479
-632
2030
$947K ﹤0.01%
31,420
2031
$947K ﹤0.01%
57,502
-138,241
2032
$946K ﹤0.01%
20,513
+5,491
2033
$945K ﹤0.01%
51,592
+3,877
2034
$944K ﹤0.01%
11,587
-185
2035
$944K ﹤0.01%
12,621
+3,772
2036
$944K ﹤0.01%
74,215
+385
2037
$942K ﹤0.01%
127,276
+1,009
2038
$942K ﹤0.01%
60,098
+14,361
2039
$942K ﹤0.01%
10,277
+1,264
2040
$941K ﹤0.01%
50,854
-51
2041
$939K ﹤0.01%
9,377
+7,218
2042
$939K ﹤0.01%
55,868
+1,280
2043
$937K ﹤0.01%
55,834
+28,397
2044
$937K ﹤0.01%
29,958
-19,872
2045
$935K ﹤0.01%
81,482
+1,021
2046
$933K ﹤0.01%
43,402
-625
2047
$932K ﹤0.01%
11,798
-918
2048
$932K ﹤0.01%
60,377
-184,371
2049
$931K ﹤0.01%
50,122
-5,847
2050
$930K ﹤0.01%
22,842
80 81
82
83 84