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
951
$2.94M 0.01%
58,260
-4,521
952
$2.93M 0.01%
35,984
+2,335
953
$2.92M 0.01%
89,429
-19,314
954
$2.9M 0.01%
52,125
+23,408
955
$2.9M 0.01%
3,392
-404
956
$2.9M 0.01%
15,183
+5,315
957
$2.9M 0.01%
3,950
-1,288
958
$2.89M 0.01%
113,259
+74,425
959
$2.89M 0.01%
58,444
-39,259
960
$2.88M 0.01%
12,214
+505
961
$2.87M 0.01%
11,672
+119
962
$2.86M 0.01%
48,260
+4,724
963
$2.86M 0.01%
12,611
-8,040
964
$2.85M 0.01%
64,661
-47,243
965
$2.84M 0.01%
53,837
+26
966
$2.84M 0.01%
55,994
-5,381
967
$2.83M 0.01%
220,827
-11,933
968
$2.83M 0.01%
37,342
-298
969
$2.82M 0.01%
83,574
-6,392
970
$2.81M 0.01%
+47,989
971
$2.81M 0.01%
20,922
+985
972
$2.8M 0.01%
+62,635
973
$2.79M 0.01%
72,551
-8,972
974
$2.78M 0.01%
65,027
+4,724
975
$2.78M 0.01%
108,221
-9,616
37 38
39
40 41