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
326
$16.6M 0.06%
264,629
+2,495
327
$16.6M 0.06%
256,780
+39,733
328
$16.4M 0.06%
855,522
+64,640
329
$16.4M 0.06%
338,721
+74,425
330
$16.4M 0.06%
244,486
-33,329
331
$16.3M 0.06%
187,430
+8,586
332
$16.3M 0.06%
395,782
+25,347
333
$16.3M 0.06%
844,768
+123,470
334
$16.2M 0.06%
177,901
-7,756
335
$16.2M 0.06%
66,717
-2,101
336
$16.2M 0.06%
174,852
+60,151
337
$16.2M 0.06%
145,973
+11,064
338
$16.2M 0.06%
144,270
+15,707
339
$16.1M 0.06%
342,346
-14,583
340
$16.1M 0.06%
1,268,680
+159,665
341
$16M 0.06%
479,844
+58,162
342
$16M 0.06%
448,225
+30,971
343
$15.9M 0.06%
167,462
+38,149
344
$15.8M 0.06%
337,491
-57,641
345
$15.8M 0.05%
346,409
+25,956
346
$15.8M 0.05%
275,783
+17,254
347
$15.7M 0.05%
620,874
-15,930
348
$15.5M 0.05%
415,300
+100
349
$15.5M 0.05%
354,164
+16,053
350
$15.5M 0.05%
287,428
+16,813
12 13
14
15 16