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
351
$15.4M 0.05%
287,398
+26,056
352
$15.4M 0.05%
273,877
+30,216
353
$15.4M 0.05%
352,153
-10,287
354
$15.2M 0.05%
257,799
-124,754
355
$15.2M 0.05%
253,259
+143,130
356
$15.1M 0.05%
123,539
+5,956
357
$15.1M 0.05%
188,123
-6,080
358
$15.1M 0.05%
313,314
+2,646
359
$15.1M 0.05%
233,388
+55,924
360
$15.1M 0.05%
80,074
+18,493
361
$15.1M 0.05%
308,977
+9,262
362
$15M 0.05%
655,580
+17,663
363
$15M 0.05%
254,270
+4,395
364
$15M 0.05%
25,231
+11,996
365
$14.9M 0.05%
83,840
+15,590
366
$14.9M 0.05%
330,192
-21,764
367
$14.9M 0.05%
164,308
+9,888
368
$14.8M 0.05%
174,926
+163,620
369
$14.8M 0.05%
124,972
+78,425
370
$14.7M 0.05%
511,397
+17,020
371
$14.7M 0.05%
552,300
+148,386
372
$14.7M 0.05%
281,390
-20,962
373
$14.6M 0.05%
317,829
-28,097
374
$14.5M 0.05%
372,218
+20,652
375
$14.4M 0.05%
151,944
+8,631
13 14
15
16 17