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
401
$13.2M 0.05%
233,104
-11,858
402
$13.2M 0.05%
477,868
+48,252
403
$13.2M 0.05%
410,931
+6,737
404
$13.2M 0.05%
118,202
+81,945
405
$13.1M 0.05%
202,888
-6,242
406
$13.1M 0.05%
163,492
+16,809
407
$13M 0.05%
284,515
-11,099
408
$13M 0.05%
615,236
+62,960
409
$13M 0.05%
292,452
-18,522
410
$13M 0.05%
156,733
+3,630
411
$12.9M 0.04%
116,719
+9,115
412
$12.8M 0.04%
7,027
-1,181
413
$12.8M 0.04%
360,914
+14,285
414
$12.7M 0.04%
107,697
+70,768
415
$12.7M 0.04%
444,899
+24,996
416
$12.7M 0.04%
99,231
-6,225
417
$12.7M 0.04%
+429,834
418
$12.7M 0.04%
325,625
+18,876
419
$12.6M 0.04%
409,753
-8,744
420
$12.6M 0.04%
464,921
+190,435
421
$12.6M 0.04%
631,469
-13,211
422
$12.6M 0.04%
176,898
+17,679
423
$12.5M 0.04%
256,371
+46,807
424
$12.5M 0.04%
232,414
-1,457
425
$12.5M 0.04%
256,735
+116,563
15 16
17
18 19