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
$69.8B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,479
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$260M
3
+$257M
4
TXN icon
Texas Instruments
TXN
+$250M
5
NKE icon
Nike
NKE
+$236M

Top Sells

1
+$421M
2
+$386M
3
+$315M
4
BDX icon
Becton Dickinson
BDX
+$238M
5
AAPL icon
Apple
AAPL
+$144M

Sector Composition

1 Technology 17.05%
2 Healthcare 10.73%
3 Industrials 9.57%
4 Consumer Staples 8.76%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.04M ﹤0.01%
50,128
+13,336
2027
$1.04M ﹤0.01%
52,755
+7,874
2028
$1.03M ﹤0.01%
34,801
+19,987
2029
$1.03M ﹤0.01%
142,318
+81,995
2030
$1.03M ﹤0.01%
25,206
+2,706
2031
$1.03M ﹤0.01%
27,130
+1,979
2032
$1.03M ﹤0.01%
11,585
+3
2033
$1.03M ﹤0.01%
7,831
-755
2034
$1.03M ﹤0.01%
+63,261
2035
$1.03M ﹤0.01%
29,402
+247
2036
$1.03M ﹤0.01%
+53,972
2037
$1.03M ﹤0.01%
73,339
-17,841
2038
$1.02M ﹤0.01%
45,297
+2,106
2039
$1.02M ﹤0.01%
21,476
+1,978
2040
$1.02M ﹤0.01%
17,526
+908
2041
$1.02M ﹤0.01%
7,257
-365
2042
$1.02M ﹤0.01%
20,603
+4,666
2043
$1.02M ﹤0.01%
11,286
-1,194
2044
$1.02M ﹤0.01%
4,351
-534
2045
$1.02M ﹤0.01%
21,665
-2,580
2046
$1.02M ﹤0.01%
120,261
+8,172
2047
$1.02M ﹤0.01%
8,139
-1,311
2048
$1.02M ﹤0.01%
360,372
+8,754
2049
$1.02M ﹤0.01%
8,063
+16
2050
$1.02M ﹤0.01%
143,864
-133,667
80 81
82
83 84