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
626
$6.88M 0.02%
247,119
-9,904
627
$6.88M 0.02%
326,353
+179,518
628
$6.86M 0.02%
124,261
-2,002
629
$6.85M 0.02%
46,211
+1,252
630
$6.84M 0.02%
295,160
-143,863
631
$6.83M 0.02%
71,372
+16,832
632
$6.83M 0.02%
230,323
+177,946
633
$6.82M 0.02%
79,375
-2,899
634
$6.8M 0.02%
119,318
+13,977
635
$6.8M 0.02%
142,433
+10,658
636
$6.79M 0.02%
161,396
+12,613
637
$6.78M 0.02%
102,114
+32,168
638
$6.78M 0.02%
5,198
+37
639
$6.76M 0.02%
78,735
-2,480
640
$6.74M 0.02%
194,173
+2,198
641
$6.74M 0.02%
263,237
-16,271
642
$6.73M 0.02%
135,612
+813
643
$6.72M 0.02%
18,500
-1,106
644
$6.71M 0.02%
1,429,066
+12,090
645
$6.7M 0.02%
117,842
+10,945
646
$6.66M 0.02%
293,190
+5,355
647
$6.65M 0.02%
90,067
-2,009
648
$6.65M 0.02%
117,663
+18,115
649
$6.6M 0.02%
161,534
+10,819
650
$6.57M 0.02%
36,626
+3,074
24 25
26
27 28