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
$71.1B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,461
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$94.3M
3
+$53.1M
4
WDAY icon
Workday
WDAY
+$44.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$296M
2
+$68.7M
3
+$53.7M
4
T icon
AT&T
T
+$34.1M
5
AAPL icon
Apple
AAPL
+$27.3M

Sector Composition

1 Technology 18.03%
2 Healthcare 10.44%
3 Industrials 9.64%
4 Financials 8.06%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.04M ﹤0.01%
7,176
-244
2027
$1.04M ﹤0.01%
28,830
+581
2028
$1.04M ﹤0.01%
97,497
2029
$1.04M ﹤0.01%
85,426
+8,877
2030
$1.04M ﹤0.01%
29,720
-4,897
2031
$1.04M ﹤0.01%
37,038
-25,917
2032
$1.04M ﹤0.01%
22,842
2033
$1.04M ﹤0.01%
167,945
+79
2034
$1.04M ﹤0.01%
12,481
+676
2035
$1.03M ﹤0.01%
40,272
-290
2036
$1.03M ﹤0.01%
58,759
+300
2037
$1.03M ﹤0.01%
16,313
+267
2038
$1.03M ﹤0.01%
13,941
-536
2039
$1.03M ﹤0.01%
6,450
-229
2040
$1.02M ﹤0.01%
216,500
+2,074
2041
$1.02M ﹤0.01%
15,348
+504
2042
$1.02M ﹤0.01%
26,299
+9,760
2043
$1.02M ﹤0.01%
26,440
-39,666
2044
$1.02M ﹤0.01%
47,538
-2,188
2045
$1.02M ﹤0.01%
20,788
-9,420
2046
$1.02M ﹤0.01%
12,893
-3,399
2047
$1.02M ﹤0.01%
33,095
-386
2048
$1.02M ﹤0.01%
9,302
-620
2049
$1.01M ﹤0.01%
66,044
+8,718
2050
$1.01M ﹤0.01%
9,310
-1,854
80 81
82
83 84