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
676
$5.91M 0.02%
271,972
+40,398
677
$5.89M 0.02%
343,627
+5,946
678
$5.89M 0.02%
762,789
-14,307
679
$5.83M 0.02%
167,530
-473
680
$5.82M 0.02%
54,688
+1,697
681
$5.78M 0.02%
118,760
+3,567
682
$5.74M 0.02%
322,707
+164,350
683
$5.68M 0.02%
672,099
+3,604
684
$5.68M 0.02%
56,992
+1,833
685
$5.67M 0.02%
103,764
-18,142
686
$5.62M 0.02%
169,311
+2,340
687
$5.62M 0.02%
152,985
+630
688
$5.62M 0.02%
154,077
+13,914
689
$5.6M 0.02%
53,748
+5,032
690
$5.59M 0.02%
148,976
+66,186
691
$5.57M 0.02%
254,732
+41,209
692
$5.53M 0.02%
145,557
+129
693
$5.51M 0.02%
573,112
-137,775
694
$5.5M 0.02%
163,380
+26,570
695
$5.48M 0.02%
85,090
+11,028
696
$5.47M 0.02%
104,972
+14,889
697
$5.46M 0.02%
256,534
-807
698
$5.45M 0.02%
91,060
+4,560
699
$5.45M 0.02%
215,262
+3,473
700
$5.43M 0.02%
5,144
+17
26 27
28
29 30