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
851
$3.72M 0.01%
85,102
+62,454
852
$3.71M 0.01%
111,917
+8,203
853
$3.7M 0.01%
137,212
-20,016
854
$3.68M 0.01%
169,793
+6,997
855
$3.68M 0.01%
54,863
+14,750
856
$3.68M 0.01%
25,718
-42
857
$3.67M 0.01%
152,141
-12,892
858
$3.67M 0.01%
49,476
-703
859
$3.66M 0.01%
183,495
-6,778
860
$3.65M 0.01%
19,544
-1,739
861
$3.65M 0.01%
73,839
+201
862
$3.65M 0.01%
45,353
-58,289
863
$3.65M 0.01%
175,448
-175,219
864
$3.63M 0.01%
311,263
-73,130
865
$3.6M 0.01%
59,935
+6,066
866
$3.58M 0.01%
+99,976
867
$3.58M 0.01%
25,846
+11,167
868
$3.58M 0.01%
63,035
-13,486
869
$3.56M 0.01%
139,436
+5,221
870
$3.54M 0.01%
146,676
+7,112
871
$3.52M 0.01%
252,185
-35,646
872
$3.52M 0.01%
126,517
+1,645
873
$3.52M 0.01%
246,362
+4,217
874
$3.51M 0.01%
127,812
+23,558
875
$3.5M 0.01%
31,642
+14,728
33 34
35
36 37