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
$87.8B
AUM Growth
+$8.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,471
New
Increased
Reduced
Closed

Top Buys

1
+$90.9M
2
+$79.9M
3
+$73M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$61.8M
5
ACN icon
Accenture
ACN
+$52.3M

Top Sells

1
+$91.8M
2
+$64.8M
3
+$59.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$54.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$50M

Sector Composition

1 Technology 18.9%
2 Industrials 10.33%
3 Healthcare 9.77%
4 Financials 8.47%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.35M ﹤0.01%
26,915
+2,225
2002
$1.35M ﹤0.01%
94,723
+2,549
2003
$1.35M ﹤0.01%
77,884
+2,611
2004
$1.35M ﹤0.01%
158,853
-7,713
2005
$1.35M ﹤0.01%
88,968
+42,470
2006
$1.34M ﹤0.01%
85,285
+557
2007
$1.34M ﹤0.01%
12,976
+1,059
2008
$1.34M ﹤0.01%
20,523
-6,333
2009
$1.34M ﹤0.01%
54,398
-21,647
2010
$1.34M ﹤0.01%
113,717
+9,432
2011
$1.34M ﹤0.01%
86,650
+14,346
2012
$1.34M ﹤0.01%
6,220
-3,414
2013
$1.33M ﹤0.01%
+35,409
2014
$1.33M ﹤0.01%
27,425
+6,128
2015
$1.32M ﹤0.01%
63,169
+27,510
2016
$1.32M ﹤0.01%
64,920
+6,465
2017
$1.32M ﹤0.01%
12,010
+20
2018
$1.32M ﹤0.01%
20,474
+9
2019
$1.32M ﹤0.01%
13,661
+141
2020
$1.32M ﹤0.01%
44,586
-665
2021
$1.31M ﹤0.01%
31,208
+3,770
2022
$1.31M ﹤0.01%
21,919
+134
2023
$1.31M ﹤0.01%
+13,334
2024
$1.3M ﹤0.01%
18,147
+163
2025
$1.3M ﹤0.01%
30,162
+1,365
79 80
81
82 83