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
576
$8.21M 0.03%
281,763
+21,754
577
$8.21M 0.03%
+268,944
578
$8.18M 0.03%
136,001
+3,941
579
$8.15M 0.03%
329,350
-15,202
580
$8.13M 0.03%
68,190
+123
581
$8.12M 0.03%
120,359
+3,718
582
$8.11M 0.03%
76,480
+8,201
583
$8.09M 0.03%
380,815
+8,022
584
$8.05M 0.03%
67,210
-5,133
585
$8.03M 0.03%
216,429
+9,474
586
$8.03M 0.03%
134,961
+6,533
587
$7.94M 0.03%
702,889
+48,233
588
$7.89M 0.03%
650,264
-19,473
589
$7.85M 0.03%
239,422
+88,525
590
$7.8M 0.03%
63,598
-4,730
591
$7.74M 0.03%
69,717
+1,761
592
$7.74M 0.03%
86,906
+7,057
593
$7.72M 0.03%
457,611
+73,328
594
$7.69M 0.03%
59,252
+856
595
$7.68M 0.03%
114,174
+38,931
596
$7.63M 0.03%
162,162
-1,711
597
$7.61M 0.03%
70,271
-82,794
598
$7.57M 0.03%
66,401
+559
599
$7.54M 0.03%
545,091
+5,122
600
$7.54M 0.03%
70,879
-15,206
22 23
24
25 26