Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
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-14,200
2627
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-13,964
2628
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2629
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2630
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2631
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-39
2632
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-9,525
2633
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2634
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-67,097
2635
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2636
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2637
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2638
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-10,200
2639
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2640
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2641
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2642
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2643
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2644
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2645
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2646
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2647
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2648
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2649
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-57,354
2650
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-10,077
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