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
451
$11.5M 0.04%
134,401
+7,102
452
$11.5M 0.04%
168,727
-30,490
453
$11.4M 0.04%
739,549
-79,341
454
$11.4M 0.04%
149,376
+31,934
455
$11.4M 0.04%
440,068
+29,543
456
$11.4M 0.04%
157,301
-14,746
457
$11.4M 0.04%
60,116
-1,828
458
$11.4M 0.04%
230,290
+58,324
459
$11.3M 0.04%
202,414
-77,594
460
$11.3M 0.04%
288,099
-4,792
461
$11.2M 0.04%
230,732
-118
462
$11.2M 0.04%
525,908
+90,802
463
$11.2M 0.04%
174,586
-1,191
464
$11.2M 0.04%
60,001
-9,671
465
$11.1M 0.04%
180,894
+322
466
$11.1M 0.04%
587,292
-29,130
467
$11.1M 0.04%
372,895
+5,927
468
$11.1M 0.04%
108,374
+19,263
469
$11M 0.04%
109,665
+173
470
$11M 0.04%
64,399
+2,827
471
$11M 0.04%
216,335
+177,462
472
$11M 0.04%
161,149
-48,712
473
$11M 0.04%
231,497
+28,232
474
$11M 0.04%
54,023
+1,157
475
$10.8M 0.04%
131,497
+128,053
17 18
19
20 21