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
526
$9.5M 0.03%
95,945
+14,322
527
$9.44M 0.03%
361,257
+5,775
528
$9.42M 0.03%
115,861
+11,818
529
$9.38M 0.03%
190,192
-20,580
530
$9.38M 0.03%
381,117
+37,873
531
$9.37M 0.03%
152,885
-70,668
532
$9.36M 0.03%
167,071
-30,548
533
$9.33M 0.03%
464,519
+133,703
534
$9.28M 0.03%
176,127
+5,294
535
$9.27M 0.03%
119,504
-1,638
536
$9.27M 0.03%
181,489
-36,535
537
$9.26M 0.03%
904,787
+43,377
538
$9.26M 0.03%
369,262
+14,124
539
$9.23M 0.03%
155,352
+2,488
540
$9.18M 0.03%
153,265
+61,827
541
$9.16M 0.03%
654,985
+82,486
542
$9.15M 0.03%
199,158
+5,157
543
$9.11M 0.03%
107,331
-199,201
544
$9.08M 0.03%
109,275
+770
545
$9.07M 0.03%
280,797
+28,864
546
$9.07M 0.03%
42,554
+15,272
547
$9.07M 0.03%
84,320
-229
548
$9.07M 0.03%
163,477
-31,969
549
$9.06M 0.03%
112,582
+4,408
550
$9.06M 0.03%
117,132
+15,978
20 21
22
23 24