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
2026
$392K ﹤0.01%
4,289
-451
2027
$391K ﹤0.01%
+220
2028
$391K ﹤0.01%
19,072
-240
2029
$390K ﹤0.01%
9,291
-562
2030
$390K ﹤0.01%
30,164
-4,063
2031
$389K ﹤0.01%
17,581
-3,963
2032
$388K ﹤0.01%
5,621
-39
2033
$388K ﹤0.01%
21,700
-15
2034
$387K ﹤0.01%
10,201
-20,280
2035
$386K ﹤0.01%
9,267
+542
2036
$386K ﹤0.01%
38,225
+6,482
2037
$386K ﹤0.01%
11,105
-742
2038
$385K ﹤0.01%
3,940
-923
2039
$384K ﹤0.01%
+7,653
2040
$384K ﹤0.01%
8,151
-995
2041
$383K ﹤0.01%
24,942
2042
$383K ﹤0.01%
5,512
-210
2043
$382K ﹤0.01%
+17,473
2044
$380K ﹤0.01%
15,315
+1,489
2045
$380K ﹤0.01%
11,786
-37
2046
$379K ﹤0.01%
11,499
-17,420
2047
$378K ﹤0.01%
33,385
-32,603
2048
$376K ﹤0.01%
5,399
-45
2049
$376K ﹤0.01%
+7,600
2050
$375K ﹤0.01%
4,442
-530
80 81
82
83 84