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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$60.9M
2
+$51.2M
3
+$47.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$33.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$29.9M

Top Sells

1
+$48.9M
2
+$43.1M
3
+$35.3M
4
BA icon
Boeing
BA
+$31.5M
5
TJX icon
TJX Companies
TJX
+$25.4M

Sector Composition

1 Financials 11.71%
2 Healthcare 11.59%
3 Technology 11.46%
4 Industrials 9.31%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-10,230
2527
– –
-21,388
2528
– –
-72,838
2529
– –
-10,914
2530
– –
-119,580
2531
– –
-4,293
2532
– –
-1,489
2533
– –
-680
2534
– –
-26,200
2535
– –
-33,542
2536
– –
-27,238
2537
– –
-39
2538
– –
-9,525
2539
– –
-13,905
2540
– –
-13,827
2541
– –
-10,440
2542
– –
-11,600
2543
– –
-57,354
2544
– –
-100,432
2545
– –
-5
2546
– –
-6,440
2547
– –
-4,631
2548
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-1,714
2549
– –
-13,189
2550
– –
-7,837
100 101
102
103 104