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
$61.1B
AUM Growth
-$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,452
New
Increased
Reduced
Closed

Top Buys

1
+$416M
2
+$278M
3
+$98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$63.7M
5
MRK icon
Merck
MRK
+$61.7M

Top Sells

1
+$222M
2
+$128M
3
+$126M
4
BAX icon
Baxter International
BAX
+$74.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$73.8M

Sector Composition

1 Technology 15.13%
2 Healthcare 12.58%
3 Consumer Staples 9.17%
4 Industrials 9.11%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$920K ﹤0.01%
60,005
-10
2027
$917K ﹤0.01%
194,996
-3,071
2028
$916K ﹤0.01%
107,656
+17,728
2029
$913K ﹤0.01%
6,324
+579
2030
$912K ﹤0.01%
36,848
-134
2031
$912K ﹤0.01%
12,591
-2,148
2032
$911K ﹤0.01%
204,474
-191,652
2033
$911K ﹤0.01%
5,136
+716
2034
$910K ﹤0.01%
22,748
-6,761
2035
$909K ﹤0.01%
23,815
-1,456
2036
$909K ﹤0.01%
14,082
+172
2037
$908K ﹤0.01%
23,632
+78
2038
$907K ﹤0.01%
8,787
+497
2039
$905K ﹤0.01%
23,201
-955
2040
$905K ﹤0.01%
245,994
+675
2041
$904K ﹤0.01%
8,525
-1,769
2042
$903K ﹤0.01%
11,582
-5
2043
$900K ﹤0.01%
71,964
-42,624
2044
$898K ﹤0.01%
56,803
+8,041
2045
$898K ﹤0.01%
56,069
+2,002
2046
$894K ﹤0.01%
120,316
+926
2047
$893K ﹤0.01%
30,895
+19,420
2048
$892K ﹤0.01%
18,671
+1,746
2049
$891K ﹤0.01%
15,558
-708
2050
$889K ﹤0.01%
71,789
+2,382
80 81
82
83 84