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
901
$3.32M 0.01%
163,851
-1,883
902
$3.32M 0.01%
141,592
+13,648
903
$3.31M 0.01%
82,827
+26,132
904
$3.31M 0.01%
59,358
-12,824
905
$3.31M 0.01%
67,389
-4,626
906
$3.3M 0.01%
78,397
+315
907
$3.3M 0.01%
85,412
-15,199
908
$3.28M 0.01%
345,607
+44,398
909
$3.28M 0.01%
12,920
-871
910
$3.28M 0.01%
223,336
+143,155
911
$3.28M 0.01%
58,588
+33,521
912
$3.27M 0.01%
73,853
+5,998
913
$3.27M 0.01%
42,443
-504
914
$3.25M 0.01%
7,636
-1,995
915
$3.25M 0.01%
51,605
+17,368
916
$3.25M 0.01%
18,369
-2,916
917
$3.25M 0.01%
60,398
-1,272
918
$3.23M 0.01%
27,133
+2,130
919
$3.23M 0.01%
56,918
+318
920
$3.22M 0.01%
157,965
+14,278
921
$3.21M 0.01%
82,855
+4,855
922
$3.19M 0.01%
86,230
-3,816
923
$3.19M 0.01%
92,665
+2,725
924
$3.17M 0.01%
76,884
-11,199
925
$3.16M 0.01%
26,951
+2,498
35 36
37
38 39