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
2526
– –
-67,016
2527
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-119,580
2528
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-4,293
2529
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-1,489
2530
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-680
2531
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-20,346
2532
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-11,316
2533
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-12,633
2534
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-88,849
2535
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-46,898
2536
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-145,693
2537
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-10,200
2538
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-438,175
2539
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-12,330
2540
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-3,465
2541
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-68,095
2542
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-199,682
2543
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-27,045
2544
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-12,220
2545
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-34,945
2546
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-14,878
2547
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-20,601
2548
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-12,000
2549
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-13,398
2550
– –
-8,294
100 101
102
103 104