Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$115M 0.4%
629,014
+12,545
52
$112M 0.39%
893,494
-69,529
53
$112M 0.39%
4,419,438
+317,319
54
$108M 0.38%
2,020,912
+44,981
55
$106M 0.37%
1,378,101
+12,117
56
$106M 0.37%
1,299,244
-16,378
57
$106M 0.37%
558,032
+12,297
58
$104M 0.36%
3,995,973
+301,947
59
$103M 0.36%
764,116
+32,409
60
$102M 0.35%
843,323
+68,425
61
$102M 0.35%
2,761,974
-713,900
62
$101M 0.35%
574,813
+5,061
63
$100M 0.35%
1,861,043
+34,919
64
$98.5M 0.34%
1,217,768
-20,695
65
$98.3M 0.34%
1,563,659
+5,912
66
$97.3M 0.34%
1,799,044
+283,095
67
$96.9M 0.34%
686,324
+42,000
68
$95.1M 0.33%
965,888
-109,049
69
$94.8M 0.33%
1,960,428
+191,871
70
$92.8M 0.32%
929,292
+48,216
71
$91.9M 0.32%
1,723,590
-33,111
72
$91.6M 0.32%
778,470
-5,659
73
$91M 0.32%
488,766
-137,962
74
$88.9M 0.31%
824,257
-123,673
75
$87.5M 0.3%
1,357,594
+107,166
1 2
3
4 5