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
601
$7.5M 0.03%
264,173
-27,403
602
$7.5M 0.03%
59,811
+5,026
603
$7.48M 0.03%
131,089
-41,804
604
$7.47M 0.03%
230,638
+28,152
605
$7.44M 0.03%
33,241
+1,304
606
$7.43M 0.03%
128,811
-1,172
607
$7.42M 0.03%
314,315
+219,799
608
$7.42M 0.03%
61,491
+2,380
609
$7.41M 0.03%
75,874
-39,321
610
$7.29M 0.03%
262,076
+4,824
611
$7.27M 0.03%
151,248
-295
612
$7.22M 0.03%
276,878
+14,725
613
$7.22M 0.03%
64,287
-7,734
614
$7.22M 0.03%
63,583
-2,062
615
$7.22M 0.03%
1,577,271
+433,546
616
$7.21M 0.03%
108,961
+2,704
617
$7.2M 0.03%
838,156
+193,212
618
$7.14M 0.02%
124,317
+15,615
619
$7.13M 0.02%
99,039
+12,997
620
$7.01M 0.02%
92,790
-44,117
621
$7M 0.02%
246,488
+22,301
622
$6.97M 0.02%
80,569
-14,837
623
$6.96M 0.02%
415,948
+79,272
624
$6.93M 0.02%
49,377
+4,518
625
$6.91M 0.02%
182,670
-23,101
23 24
25
26 27