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
426
$12.5M 0.04%
90,957
+11,996
427
$12.4M 0.04%
807,383
+157,832
428
$12.4M 0.04%
249,574
-49,843
429
$12.4M 0.04%
498,139
+57,359
430
$12.4M 0.04%
200,261
+1,741
431
$12.3M 0.04%
98,521
-14,599
432
$12.3M 0.04%
1,353,101
-112,485
433
$12.3M 0.04%
259,333
+21,469
434
$12.2M 0.04%
61,239
+3,465
435
$12.2M 0.04%
381,525
+24,715
436
$12.1M 0.04%
522,585
-5,592
437
$12.1M 0.04%
1,011,427
-107,681
438
$12.1M 0.04%
62,307
+912
439
$12M 0.04%
252,048
-17,004
440
$12M 0.04%
454,749
441
$11.9M 0.04%
315,096
+23,598
442
$11.9M 0.04%
4,669,226
-119,843
443
$11.8M 0.04%
277,053
-3,471
444
$11.6M 0.04%
686,208
+181,156
445
$11.6M 0.04%
105,919
+1,580
446
$11.6M 0.04%
468,163
+28,488
447
$11.6M 0.04%
643,596
-66,747
448
$11.6M 0.04%
289,680
+19,482
449
$11.6M 0.04%
97,388
+8,960
450
$11.5M 0.04%
202,572
+91,140
16 17
18
19 20