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
826
$3.95M 0.01%
34,248
+381
827
$3.95M 0.01%
67,879
-1,676
828
$3.95M 0.01%
153,562
-6,239
829
$3.93M 0.01%
235,290
-7,347
830
$3.91M 0.01%
26,756
-4,502
831
$3.91M 0.01%
248,322
+42,656
832
$3.89M 0.01%
79,056
+5,781
833
$3.89M 0.01%
134,393
+36,883
834
$3.89M 0.01%
33,849
-515
835
$3.89M 0.01%
82,000
+1,775
836
$3.87M 0.01%
68,567
+22,586
837
$3.85M 0.01%
15,646
-781
838
$3.84M 0.01%
36,215
-6,678
839
$3.82M 0.01%
98,410
-13,844
840
$3.82M 0.01%
139,538
+99,437
841
$3.81M 0.01%
49,090
+374
842
$3.8M 0.01%
128,832
+143
843
$3.79M 0.01%
38,950
+5,375
844
$3.79M 0.01%
78,098
+5,428
845
$3.78M 0.01%
55,490
-691
846
$3.77M 0.01%
234,370
+134,836
847
$3.75M 0.01%
29,432
-2,889
848
$3.75M 0.01%
563,636
+87,995
849
$3.74M 0.01%
161,778
+48,248
850
$3.73M 0.01%
40,557
-3,767
32 33
34
35 36