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
376
$14.4M 0.05%
77,487
-10,612
377
$14.4M 0.05%
204,943
+7,145
378
$14.2M 0.05%
95,845
+19,229
379
$14.1M 0.05%
261,998
+14,593
380
$14.1M 0.05%
518,777
+37,988
381
$14M 0.05%
689,931
+53,068
382
$14M 0.05%
225,861
+23,533
383
$14M 0.05%
465,535
+26,160
384
$14M 0.05%
241,374
+12,179
385
$14M 0.05%
251,263
+61,424
386
$13.9M 0.05%
403,183
+21,573
387
$13.9M 0.05%
300,556
+44,057
388
$13.8M 0.05%
405,819
+29,361
389
$13.7M 0.05%
50
-1
390
$13.7M 0.05%
648,615
-1,766
391
$13.6M 0.05%
765,040
+159,520
392
$13.6M 0.05%
138,215
+116,925
393
$13.5M 0.05%
211,758
+10,024
394
$13.4M 0.05%
99,029
+43,248
395
$13.4M 0.05%
111,107
+10,131
396
$13.4M 0.05%
148,254
+11,516
397
$13.3M 0.05%
114,689
+32,687
398
$13.3M 0.05%
403,743
+82,358
399
$13.3M 0.05%
720,712
+7,906
400
$13.3M 0.05%
383,146
+663
14 15
16
17 18