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
226
$26.8M 0.09%
1,425,463
-28,354
227
$26.6M 0.09%
278,639
+10,388
228
$26.6M 0.09%
1,746,869
-103,735
229
$26.5M 0.09%
500,641
+3,277
230
$26.3M 0.09%
179,176
+15,590
231
$25.7M 0.09%
125,349
+32,267
232
$25.6M 0.09%
434,411
-296,014
233
$25.6M 0.09%
312,955
-28,803
234
$25.4M 0.09%
191,211
-6,994
235
$25.3M 0.09%
2,212,880
+1,652
236
$25.1M 0.09%
842,877
+88,150
237
$24.9M 0.09%
229,736
+5,931
238
$24.8M 0.09%
104,596
-88,052
239
$24.8M 0.09%
873,919
-121,122
240
$24.6M 0.09%
443,373
+321,102
241
$24.3M 0.08%
251,374
-120,519
242
$24.3M 0.08%
465,845
+68,383
243
$24.2M 0.08%
238,140
-39,005
244
$24.2M 0.08%
480,928
+49,443
245
$24M 0.08%
670,478
+4,579
246
$23.9M 0.08%
5,345,120
+422,600
247
$23.8M 0.08%
374,531
-185,482
248
$23.5M 0.08%
906,947
+261,574
249
$23.2M 0.08%
415,121
+260,262
250
$23.2M 0.08%
301,600
+16,326
8 9
10
11 12