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
$48B
AUM Growth
+$8.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,167
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$150M
3
+$127M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$127M
5
AMZN icon
Amazon
AMZN
+$104M

Top Sells

1
+$143M
2
+$79.5M
3
+$58.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$40.7M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$23.4M

Sector Composition

1 Technology 14.56%
2 Healthcare 11.01%
3 Financials 10.12%
4 Industrials 8.95%
5 Consumer Staples 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$739K ﹤0.01%
43,523
+7,162
2027
$737K ﹤0.01%
11,269
+58
2028
$735K ﹤0.01%
12,654
+280
2029
$734K ﹤0.01%
29,899
+5,314
2030
$733K ﹤0.01%
13,891
-2,799
2031
$727K ﹤0.01%
11,091
+954
2032
$725K ﹤0.01%
22,231
-311
2033
$725K ﹤0.01%
10,886
+1,328
2034
$722K ﹤0.01%
+31,040
2035
$720K ﹤0.01%
+7,761
2036
$720K ﹤0.01%
50,366
+5,613
2037
$720K ﹤0.01%
60,645
+6,444
2038
$719K ﹤0.01%
167,033
+7,970
2039
$718K ﹤0.01%
16,761
+10,785
2040
$716K ﹤0.01%
37,623
-253
2041
$716K ﹤0.01%
35,175
+339
2042
$715K ﹤0.01%
15,212
-229
2043
$714K ﹤0.01%
+30,474
2044
$713K ﹤0.01%
12,552
-11,913
2045
$712K ﹤0.01%
48,426
-3,400
2046
$712K ﹤0.01%
14,514
+3,114
2047
$711K ﹤0.01%
+13,719
2048
$707K ﹤0.01%
+17,382
2049
$705K ﹤0.01%
11,562
+1,767
2050
$703K ﹤0.01%
28,613
+739
80 81
82
83 84