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
651
$6.54M 0.02%
43,849
+9,393
652
$6.52M 0.02%
272,750
-44,733
653
$6.51M 0.02%
173,142
+134,296
654
$6.47M 0.02%
203,963
-301,792
655
$6.47M 0.02%
132,207
-4,408
656
$6.41M 0.02%
232,514
-1,107
657
$6.4M 0.02%
4,855
-201
658
$6.36M 0.02%
275,719
-19,425
659
$6.34M 0.02%
396,286
-221,736
660
$6.3M 0.02%
82,234
+376
661
$6.25M 0.02%
110,185
-26,424
662
$6.21M 0.02%
104,223
+7,388
663
$6.19M 0.02%
33,092
+494
664
$6.18M 0.02%
312,852
-4,617
665
$6.16M 0.02%
164,366
+137,054
666
$6.15M 0.02%
122,193
-28,675
667
$6.13M 0.02%
237,636
+53,763
668
$6.12M 0.02%
474,563
-15,333
669
$6.12M 0.02%
251,595
+23,099
670
$6.03M 0.02%
33,421
+3,729
671
$6.02M 0.02%
46,337
+3,419
672
$5.98M 0.02%
91,714
+1,062
673
$5.98M 0.02%
47,343
+7,966
674
$5.96M 0.02%
134,300
+8,487
675
$5.93M 0.02%
94,722
+1,871
25 26
27
28 29