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
301
$18.5M 0.06%
121,066
+327
302
$18.5M 0.06%
293,778
-12,105
303
$18.4M 0.06%
252,799
-39,153
304
$18.4M 0.06%
436,216
+28,528
305
$18.4M 0.06%
203,728
-15,601
306
$18.3M 0.06%
189,755
+14,459
307
$18.2M 0.06%
108,153
+2,116
308
$17.9M 0.06%
577,096
+485,775
309
$17.9M 0.06%
478,404
-112,016
310
$17.8M 0.06%
925,451
-17,631
311
$17.7M 0.06%
54,376
-1,815
312
$17.6M 0.06%
280,862
+17,460
313
$17.5M 0.06%
1,189,768
+117,880
314
$17.4M 0.06%
189,560
+12,919
315
$17.4M 0.06%
722,396
-23,542
316
$17.3M 0.06%
521,224
-13,167
317
$17.3M 0.06%
394,667
-1,857
318
$17.2M 0.06%
699,477
+9,430
319
$17.2M 0.06%
383,946
+20,765
320
$17.2M 0.06%
182,307
+11,470
321
$16.9M 0.06%
420,712
-253
322
$16.8M 0.06%
1,023,816
+64,109
323
$16.7M 0.06%
126,100
-13,437
324
$16.6M 0.06%
310,708
-12,561
325
$16.6M 0.06%
143,656
+12,130
11 12
13
14 15