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
2026
$1.3M ﹤0.01%
35,430
-17,648
2027
$1.3M ﹤0.01%
52,867
-77,562
2028
$1.29M ﹤0.01%
125,344
+8,374
2029
$1.29M ﹤0.01%
38,995
+2,721
2030
$1.29M ﹤0.01%
6,974
-238
2031
$1.29M ﹤0.01%
62,414
+6,051
2032
$1.29M ﹤0.01%
25,324
-383
2033
$1.29M ﹤0.01%
55,989
+2,180
2034
$1.29M ﹤0.01%
61,000
2035
$1.29M ﹤0.01%
24,934
-1,457
2036
$1.28M ﹤0.01%
65,342
+8,485
2037
$1.28M ﹤0.01%
74,276
+3,547
2038
$1.28M ﹤0.01%
6,786
-1,148
2039
$1.28M ﹤0.01%
21,723
+1,807
2040
$1.28M ﹤0.01%
19,643
+1,405
2041
$1.27M ﹤0.01%
29,491
-4,990
2042
$1.27M ﹤0.01%
43,487
-3,143
2043
$1.26M ﹤0.01%
37,421
+4,701
2044
$1.26M ﹤0.01%
26,493
-3,115
2045
$1.26M ﹤0.01%
5,486
+317
2046
$1.26M ﹤0.01%
26,554
+2,050
2047
$1.25M ﹤0.01%
31,567
+15,055
2048
$1.25M ﹤0.01%
34,011
+1,986
2049
$1.25M ﹤0.01%
128,765
+1,971
2050
$1.25M ﹤0.01%
8,340
-3,318
80 81
82
83 84