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
76
$87.3M 0.3%
1,274,800
+30,617
77
$86.6M 0.3%
1,671,471
-194,574
78
$85.5M 0.3%
1,226,364
+38,662
79
$83.8M 0.29%
1,705,146
+96,301
80
$83.6M 0.29%
436,317
+7,515
81
$82.9M 0.29%
1,067,848
+13,323
82
$81.7M 0.28%
1,367,366
-214,044
83
$81.4M 0.28%
759,278
+50,872
84
$81.1M 0.28%
181,678
+6,016
85
$80.5M 0.28%
678,637
-93,709
86
$79.5M 0.28%
1,480,702
-36,276
87
$78.5M 0.27%
970,345
+27,020
88
$77.3M 0.27%
2,155,635
+51,890
89
$75.4M 0.26%
637,125
+32,596
90
$75.1M 0.26%
1,848,994
-18,822
91
$74.8M 0.26%
2,043,480
-28,864
92
$74.2M 0.26%
497,809
+59,745
93
$74.2M 0.26%
884,221
+29,660
94
$73.4M 0.25%
2,059,907
+1,874,334
95
$73.4M 0.25%
669,601
+40,305
96
$73.2M 0.25%
962,265
-24,675
97
$72.5M 0.25%
604,567
+24,867
98
$70.3M 0.24%
777,635
+59,954
99
$69.5M 0.24%
901,590
+140,465
100
$69M 0.24%
222,333
+13,812
2 3
4
5 6