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
776
$4.53M 0.02%
99,154
-12,569
777
$4.53M 0.02%
73,879
+8,270
778
$4.52M 0.02%
3,950
+736
779
$4.51M 0.02%
176,271
+9,568
780
$4.51M 0.02%
320,949
-41,835
781
$4.5M 0.02%
55,924
+903
782
$4.5M 0.02%
192,995
-12,409
783
$4.5M 0.02%
76,186
-2,089
784
$4.48M 0.02%
75,706
+1,537
785
$4.48M 0.02%
282,094
+21,584
786
$4.46M 0.02%
290,756
+17,421
787
$4.46M 0.02%
123,602
-55,532
788
$4.46M 0.02%
185,312
-3,378
789
$4.44M 0.02%
43,671
+7,295
790
$4.43M 0.02%
155,086
+31,896
791
$4.41M 0.02%
68,768
+9,972
792
$4.37M 0.02%
60,032
-2,871
793
$4.36M 0.02%
19,154
+15,476
794
$4.34M 0.02%
164,106
-24,577
795
$4.34M 0.02%
94,080
-12,512
796
$4.33M 0.02%
1,665,839
+119,685
797
$4.32M 0.02%
65,726
+458
798
$4.32M 0.02%
174,553
+28,378
799
$4.3M 0.01%
117,005
+11,149
800
$4.28M 0.01%
94,727
+54,646
30 31
32
33 34