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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
2626
– –
-16,801
2627
– –
-18,025
2628
– –
-22,500
2629
– –
-14,200
2630
– –
-13,964
2631
– –
-67,097
2632
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-75,418
2633
– –
-60,566
2634
– –
-145,693
2635
– –
-10,200
2636
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-438,175
2637
– –
-12,330
2638
– –
-3,465
2639
– –
-68,095
2640
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-199,682
2641
– –
-27,045
2642
– –
-115,293
2643
– –
-2,250
2644
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-11,275
2645
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-26,990
2646
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-14,100
2647
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-19,830
2648
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-17,950
2649
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-24,967
2650
– –
-9,417
103 104 105
106
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