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
276
$20.8M 0.07%
371,149
+39,137
277
$20.8M 0.07%
194,848
+1,938
278
$20.6M 0.07%
530,796
+44,485
279
$20.2M 0.07%
215,979
+12,671
280
$20.2M 0.07%
418,354
+47,995
281
$20.2M 0.07%
111,552
-23,064
282
$20.1M 0.07%
359,314
+63,375
283
$20.1M 0.07%
347,604
+22,809
284
$20M 0.07%
378,702
+11,983
285
$19.8M 0.07%
340,314
+198,294
286
$19.8M 0.07%
253,772
+47,920
287
$19.8M 0.07%
445,936
+8,605
288
$19.7M 0.07%
505,614
+12,953
289
$19.7M 0.07%
579,150
-14,962
290
$19.6M 0.07%
277,675
+20,403
291
$19.4M 0.07%
1,045,900
+136,040
292
$19.2M 0.07%
174,305
-3,216
293
$19.2M 0.07%
481,036
-36,177
294
$19.2M 0.07%
513,410
+32,772
295
$19.1M 0.07%
129,259
+15,886
296
$19M 0.07%
132,369
-5,485
297
$19M 0.07%
727,504
-150,577
298
$18.9M 0.07%
191,733
-10,161
299
$18.8M 0.07%
273,984
-31,530
300
$18.6M 0.06%
381,922
-24,881
10 11
12
13 14