Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$190M 0.66%
1,305,624
+19,687
27
$189M 0.66%
1,797,235
+37,345
28
$189M 0.66%
1,747,147
-4,647
29
$188M 0.65%
1,624,466
-68,331
30
$178M 0.62%
1,133,015
+17,383
31
$163M 0.57%
4,276,571
+258,880
32
$162M 0.56%
3,354,380
+73,440
33
$158M 0.55%
2,855,434
-25,025
34
$150M 0.52%
3,465,942
+225,993
35
$150M 0.52%
879,180
-148
36
$149M 0.52%
2,872,490
-102,386
37
$149M 0.52%
1,861,652
+361,917
38
$147M 0.51%
1,188,967
+31,827
39
$146M 0.51%
1,313,947
+52,175
40
$137M 0.48%
1,182,095
+446,759
41
$135M 0.47%
3,109,398
+690,822
42
$134M 0.46%
939,079
+24,334
43
$131M 0.45%
964,656
+178,202
44
$130M 0.45%
1,465,453
+61,383
45
$130M 0.45%
2,032,848
+6,473
46
$127M 0.44%
774,931
+18,274
47
$125M 0.44%
1,715,921
+95,348
48
$121M 0.42%
2,516,740
+3,060
49
$120M 0.42%
646,490
-30,329
50
$118M 0.41%
853,428
+24,843
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