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
701
$5.4M 0.02%
60,722
-131
702
$5.38M 0.02%
336,869
-15,508
703
$5.37M 0.02%
164,638
+47,067
704
$5.36M 0.02%
52,189
-4,765
705
$5.33M 0.02%
139,666
-22,534
706
$5.31M 0.02%
104,267
-65,303
707
$5.3M 0.02%
221,388
-21,546
708
$5.29M 0.02%
171,556
+165,103
709
$5.27M 0.02%
97,920
+6,967
710
$5.25M 0.02%
56,897
+1,344
711
$5.25M 0.02%
95,611
-36,425
712
$5.25M 0.02%
68,740
+2,484
713
$5.25M 0.02%
114,326
+27,417
714
$5.22M 0.02%
70,512
-977
715
$5.2M 0.02%
595,940
-36,725
716
$5.19M 0.02%
27,350
+1,074
717
$5.17M 0.02%
82,022
-3,212
718
$5.16M 0.02%
209,581
+9,996
719
$5.14M 0.02%
219,480
+518
720
$5.13M 0.02%
686,790
+40,985
721
$5.12M 0.02%
33,554
+10,893
722
$5.12M 0.02%
64,969
-12,167
723
$5.11M 0.02%
107,448
+7,402
724
$5.11M 0.02%
73,147
+1,753
725
$5.08M 0.02%
186,188
-11,925
27 28
29
30 31