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
$28.8B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,756
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$53.7M
3
+$51.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$34.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$30.1M

Top Sells

1
+$50.3M
2
+$48.9M
3
+$35.3M
4
BA icon
Boeing
BA
+$34.4M
5
TJX icon
TJX Companies
TJX
+$26.3M

Sector Composition

1 Financials 11.71%
2 Healthcare 11.59%
3 Technology 11.47%
4 Industrials 9.29%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$413K ﹤0.01%
9,430
-348
2002
$413K ﹤0.01%
+8,417
2003
$409K ﹤0.01%
64,867
+26,513
2004
$409K ﹤0.01%
14,347
-21,684
2005
$408K ﹤0.01%
+8,020
2006
$408K ﹤0.01%
4,409
-1,400
2007
$407K ﹤0.01%
7,986
-396
2008
$407K ﹤0.01%
16,518
-8,097
2009
$405K ﹤0.01%
17,778
-525
2010
$405K ﹤0.01%
5,450
-2,090
2011
$404K ﹤0.01%
18,951
+1,184
2012
$403K ﹤0.01%
8,850
-93
2013
$402K ﹤0.01%
13,908
-711
2014
$402K ﹤0.01%
+4,411
2015
$401K ﹤0.01%
9,682
-34,698
2016
$399K ﹤0.01%
17,793
-700
2017
$399K ﹤0.01%
4,998
-895
2018
$399K ﹤0.01%
6,258
-15,460
2019
$398K ﹤0.01%
29,800
+1,300
2020
$397K ﹤0.01%
+35,472
2021
$395K ﹤0.01%
22,068
+1,420
2022
$395K ﹤0.01%
3,085
+9
2023
$394K ﹤0.01%
4,156
-6,707
2024
$394K ﹤0.01%
22,778
-15
2025
$392K ﹤0.01%
32,650
79 80
81
82 83