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 11.46%
4 Industrials 9.31%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-16,882
2527
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-215
2528
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-4,778
2529
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-18,279
2530
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-10,545
2531
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-72,838
2532
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-16,850
2533
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-188
2534
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-13,149
2535
– –
-8,166
2536
– –
-7,861
2537
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-10,285
2538
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-3,719
2539
– –
-13,827
2540
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-70,750
2541
– –
-606,316
2542
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-59,099
2543
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-49,028
2544
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-100,432
2545
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-5
2546
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-6,440
2547
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-4,631
2548
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-1,714
2549
– –
-13,189
2550
– –
-7,837
100 101
102
103 104