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
251
$23.2M 0.08%
452,428
+51,450
252
$23.1M 0.08%
295,023
+16,508
253
$23.1M 0.08%
247,159
-6,116
254
$23M 0.08%
243,101
-1,118
255
$22.8M 0.08%
291,090
+15,864
256
$22.8M 0.08%
354,604
+6,985
257
$22.7M 0.08%
392,510
-10,175
258
$22.7M 0.08%
322,201
+19,352
259
$22.6M 0.08%
482,703
+10,798
260
$22.5M 0.08%
292,671
+37,454
261
$22.4M 0.08%
370,874
-3,732
262
$22.4M 0.08%
1,557,255
-240,210
263
$22.3M 0.08%
555,094
+104
264
$22.3M 0.08%
346,162
+23,174
265
$22.3M 0.08%
641,505
+13,543
266
$22.2M 0.08%
743,853
+36,622
267
$22M 0.08%
310,382
-18,107
268
$21.9M 0.08%
757,279
-2,716
269
$21.7M 0.08%
142,746
-19,303
270
$21.4M 0.07%
170,514
-3,935
271
$21.2M 0.07%
204,842
-23,977
272
$21.1M 0.07%
173,012
-26,658
273
$21.1M 0.07%
148,706
+17,453
274
$21M 0.07%
204,968
-765
275
$20.9M 0.07%
235,627
+6,812
9 10
11
12 13