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
2476
$77K ﹤0.01%
+400
2477
$76K ﹤0.01%
1,562
+40
2478
$76K ﹤0.01%
13,638
+300
2479
$75K ﹤0.01%
+6,852
2480
$74K ﹤0.01%
3,152
-505
2481
$73K ﹤0.01%
13,540
2482
$72K ﹤0.01%
3,885
-423
2483
$70K ﹤0.01%
+1,447
2484
$70K ﹤0.01%
10,000
2485
$67K ﹤0.01%
10,000
2486
$67K ﹤0.01%
+634
2487
$65K ﹤0.01%
624
+1
2488
$65K ﹤0.01%
+21,700
2489
$64K ﹤0.01%
2
2490
$64K ﹤0.01%
60,000
2491
$62K ﹤0.01%
25,000
2492
$60K ﹤0.01%
1,358
2493
$59K ﹤0.01%
+13,269
2494
$58K ﹤0.01%
11,500
-50
2495
$57K ﹤0.01%
13,960
2496
$54K ﹤0.01%
11,237
2497
$51K ﹤0.01%
+10,000
2498
$50K ﹤0.01%
14,858
-958
2499
$48K ﹤0.01%
10,000
2500
$46K ﹤0.01%
+10,324
98 99
100
101 102