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
551
$9.05M 0.03%
173,351
+15,056
552
$9.04M 0.03%
57,817
+5,074
553
$8.98M 0.03%
112,224
-204
554
$8.9M 0.03%
217,013
-123,436
555
$8.87M 0.03%
132,698
-16,389
556
$8.8M 0.03%
437,752
-229,051
557
$8.79M 0.03%
658,833
-60,905
558
$8.74M 0.03%
113,765
+9,749
559
$8.7M 0.03%
123,080
-3,961
560
$8.63M 0.03%
156,888
-14,904
561
$8.53M 0.03%
252,769
+49,412
562
$8.52M 0.03%
394,428
+38,268
563
$8.45M 0.03%
41,081
+6,026
564
$8.41M 0.03%
173,088
-14,005
565
$8.41M 0.03%
325,141
+38,780
566
$8.39M 0.03%
166,379
+131,485
567
$8.36M 0.03%
75,270
+1,533
568
$8.31M 0.03%
184,279
-17,591
569
$8.3M 0.03%
308,392
+9,379
570
$8.3M 0.03%
134,912
-22,761
571
$8.28M 0.03%
147,896
-321,170
572
$8.27M 0.03%
72,606
-12,968
573
$8.25M 0.03%
275,505
-11,508
574
$8.24M 0.03%
53,897
-34,161
575
$8.23M 0.03%
615,850
+200,199
21 22
23
24 25