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
501
$10.1M 0.04%
76,847
+8,470
502
$10.1M 0.04%
221,324
+3,138
503
$10.1M 0.03%
140,858
-8,838
504
$10.1M 0.03%
209,305
+22,531
505
$10M 0.03%
568,012
-116,495
506
$10M 0.03%
372,610
-4,040
507
$9.94M 0.03%
174,929
-14,405
508
$9.89M 0.03%
57,113
-3,164
509
$9.86M 0.03%
64,901
+9,685
510
$9.86M 0.03%
181,602
+2,531
511
$9.86M 0.03%
166,467
-9,533
512
$9.84M 0.03%
200,058
-13,337
513
$9.82M 0.03%
217,099
-25,599
514
$9.82M 0.03%
198,403
+6,867
515
$9.82M 0.03%
148,667
+3,612
516
$9.78M 0.03%
383,881
+7,316
517
$9.73M 0.03%
130,935
+13,313
518
$9.72M 0.03%
219,440
+206,154
519
$9.71M 0.03%
73,273
-683
520
$9.61M 0.03%
310,798
-5,810
521
$9.6M 0.03%
199,055
+7,964
522
$9.59M 0.03%
68,613
-1,012
523
$9.59M 0.03%
551,270
+5,420
524
$9.57M 0.03%
114,166
+8,581
525
$9.56M 0.03%
224,912
-7,847
19 20
21
22 23