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
726
$5.08M 0.02%
111,476
+9,880
727
$5.07M 0.02%
368,470
+27,217
728
$5.06M 0.02%
92,231
-36,696
729
$5.05M 0.02%
59,525
+4,349
730
$5.04M 0.02%
104,806
+78
731
$5.04M 0.02%
340,446
+50,211
732
$5.04M 0.02%
37,859
-9,265
733
$5.03M 0.02%
62,328
+703
734
$4.99M 0.02%
80,025
+45,840
735
$4.98M 0.02%
53,229
+1,153
736
$4.98M 0.02%
187,007
-44,996
737
$4.93M 0.02%
126,877
+1,245
738
$4.92M 0.02%
166,511
+79
739
$4.91M 0.02%
53,787
+2,425
740
$4.91M 0.02%
97,157
+1,551
741
$4.89M 0.02%
51,424
+14,872
742
$4.87M 0.02%
84,728
+18,626
743
$4.84M 0.02%
149,996
+6,525
744
$4.84M 0.02%
98,445
-5,550
745
$4.83M 0.02%
317,052
-19,498
746
$4.8M 0.02%
7,673
-2,161
747
$4.8M 0.02%
5,603
+162
748
$4.77M 0.02%
26,424
-682
749
$4.77M 0.02%
105,912
+5,079
750
$4.77M 0.02%
115,898
+8,034
28 29
30
31 32