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
801
$4.24M 0.01%
76,662
+8,036
802
$4.23M 0.01%
88,597
+1,490
803
$4.2M 0.01%
88,810
+8,856
804
$4.2M 0.01%
191,905
-168,218
805
$4.17M 0.01%
54,105
+983
806
$4.17M 0.01%
298,891
+5,256
807
$4.16M 0.01%
36,545
+763
808
$4.16M 0.01%
289,617
+24,313
809
$4.15M 0.01%
88,641
-14,068
810
$4.15M 0.01%
188,405
+7,055
811
$4.14M 0.01%
62,789
+2,237
812
$4.12M 0.01%
84,837
+1,655
813
$4.1M 0.01%
302,338
-36,607
814
$4.09M 0.01%
198,246
-2,086
815
$4.09M 0.01%
44,645
+3,257
816
$4.08M 0.01%
38,122
+4,981
817
$4.06M 0.01%
41,431
+7,221
818
$4.05M 0.01%
76,972
+4,171
819
$4.03M 0.01%
219,598
-10,459
820
$4.01M 0.01%
185,021
-6,938
821
$4M 0.01%
54,198
+1,675
822
$4M 0.01%
48,303
+2,038
823
$3.98M 0.01%
74,960
+2,998
824
$3.98M 0.01%
263,360
+47,817
825
$3.96M 0.01%
83,969
+13,511
31 32
33
34 35