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
2501
$44K ﹤0.01%
7,081
2502
$43K ﹤0.01%
54,438
-6,516
2503
$38K ﹤0.01%
1,028
-32
2504
$36K ﹤0.01%
1,037
2505
$36K ﹤0.01%
58
+3
2506
$33K ﹤0.01%
12,000
2507
$33K ﹤0.01%
31,525
+685
2508
$32K ﹤0.01%
+11,703
2509
$30K ﹤0.01%
+17,000
2510
$28K ﹤0.01%
+10,250
2511
$28K ﹤0.01%
18,612
+359
2512
$25K ﹤0.01%
1,075
2513
$25K ﹤0.01%
18,800
-90
2514
$23K ﹤0.01%
20,474
2515
$22K ﹤0.01%
585
-2,165
2516
$13K ﹤0.01%
1,198
2517
$12K ﹤0.01%
10,000
2518
$12K ﹤0.01%
3,278
2519
$10K ﹤0.01%
1,475
+100
2520
$8K ﹤0.01%
11,566
-230,250
2521
$7K ﹤0.01%
11,330
-450
2522
$6K ﹤0.01%
57,154
+278
2523
– –
-3,357
2524
– –
-15,981
2525
– –
-13,197
99 100
101
102 103