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
476
$10.8M 0.04%
40,798
-243
477
$10.8M 0.04%
133,170
+105,512
478
$10.8M 0.04%
166,634
+17,013
479
$10.7M 0.04%
380,500
+24,700
480
$10.7M 0.04%
91,969
-21,548
481
$10.6M 0.04%
366,878
+24,197
482
$10.6M 0.04%
249,754
+15,293
483
$10.6M 0.04%
149,283
-144
484
$10.6M 0.04%
99,305
+55,210
485
$10.6M 0.04%
495,987
+29,913
486
$10.6M 0.04%
103,466
+4,317
487
$10.6M 0.04%
206,464
+49,230
488
$10.5M 0.04%
110,772
+35,568
489
$10.5M 0.04%
279,353
+7,935
490
$10.5M 0.04%
195,034
+19,733
491
$10.5M 0.04%
179,567
+15,873
492
$10.4M 0.04%
46,038
+2,400
493
$10.3M 0.04%
217,631
-356
494
$10.3M 0.04%
394,662
+24,572
495
$10.2M 0.04%
101,749
+11,399
496
$10.2M 0.04%
235,649
+14,903
497
$10.2M 0.04%
583,948
+64,505
498
$10.2M 0.04%
93,216
+2,777
499
$10.2M 0.04%
167,210
-57,162
500
$10.1M 0.04%
383,060
+48,536
18 19
20
21 22