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
751
$4.77M 0.02%
72,841
+11,456
752
$4.76M 0.02%
66,988
-36,098
753
$4.75M 0.02%
135,591
+7,279
754
$4.73M 0.02%
73,124
+34,458
755
$4.73M 0.02%
185,502
+5,152
756
$4.73M 0.02%
240,673
-360
757
$4.72M 0.02%
31,943
+2,431
758
$4.71M 0.02%
+232,468
759
$4.7M 0.02%
221,124
760
$4.69M 0.02%
501,316
-17,955
761
$4.68M 0.02%
124,537
+10,209
762
$4.67M 0.02%
392,650
+9,102
763
$4.66M 0.02%
57,105
+3,086
764
$4.66M 0.02%
125,097
+61,881
765
$4.64M 0.02%
52,194
+11,268
766
$4.64M 0.02%
87,381
-174,530
767
$4.63M 0.02%
232,379
+57,071
768
$4.61M 0.02%
71,696
-21
769
$4.61M 0.02%
116,668
+11,968
770
$4.6M 0.02%
596,561
+66,419
771
$4.6M 0.02%
94,282
+363
772
$4.58M 0.02%
171,030
+15,110
773
$4.56M 0.02%
60,230
-2,413
774
$4.54M 0.02%
47,730
-4,745
775
$4.54M 0.02%
327,917
+22,182
29 30
31
32 33