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
876
$3.5M 0.01%
101,973
-16,135
877
$3.49M 0.01%
179,556
+12,428
878
$3.47M 0.01%
219,115
+2,733
879
$3.47M 0.01%
28,453
+1,983
880
$3.46M 0.01%
52,842
+4,394
881
$3.46M 0.01%
299,436
+34,752
882
$3.45M 0.01%
+98,049
883
$3.43M 0.01%
87,173
+30,513
884
$3.41M 0.01%
62,333
+395
885
$3.41M 0.01%
51,190
-28,510
886
$3.4M 0.01%
54,256
+5,114
887
$3.4M 0.01%
111,205
+3,910
888
$3.4M 0.01%
126,907
+70,380
889
$3.39M 0.01%
87,734
+4,693
890
$3.38M 0.01%
236,576
+36,705
891
$3.38M 0.01%
40,378
+316
892
$3.37M 0.01%
96,288
-1,426
893
$3.37M 0.01%
114,566
+15,580
894
$3.36M 0.01%
73,469
+4,235
895
$3.36M 0.01%
144,034
-153
896
$3.35M 0.01%
79,701
+19,944
897
$3.35M 0.01%
119,580
+49,464
898
$3.34M 0.01%
146,618
+43,855
899
$3.33M 0.01%
59,438
+5,038
900
$3.33M 0.01%
136,384
+7,827
34 35
36
37 38