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
926
$3.14M 0.01%
77,942
-1,420
927
$3.14M 0.01%
43,567
+7,577
928
$3.12M 0.01%
80,777
+9,055
929
$3.12M 0.01%
27,536
+8,997
930
$3.12M 0.01%
42,467
+2,649
931
$3.11M 0.01%
100,398
-36,890
932
$3.1M 0.01%
55,094
+1,169
933
$3.1M 0.01%
19,884
-4,239
934
$3.08M 0.01%
91,435
-40,482
935
$3.08M 0.01%
52,245
+3,636
936
$3.05M 0.01%
111,234
+6,173
937
$3.05M 0.01%
57,654
+2,731
938
$3.05M 0.01%
39,599
+16,484
939
$3.04M 0.01%
76,276
+39,423
940
$3.04M 0.01%
25,824
+3,793
941
$3.04M 0.01%
53,545
-1,235
942
$3.03M 0.01%
83,920
+49,515
943
$3.01M 0.01%
241,036
+1,844
944
$2.99M 0.01%
30,498
-71,402
945
$2.99M 0.01%
63,589
+5,354
946
$2.99M 0.01%
31,945
-2,064
947
$2.99M 0.01%
34,471
+4,554
948
$2.98M 0.01%
20,735
+336
949
$2.96M 0.01%
101,185
+26,964
950
$2.96M 0.01%
182,946
+16,052
36 37
38
39 40