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
976
$2.78M 0.01%
54,210
+1,887
977
$2.76M 0.01%
403,923
+3,203
978
$2.76M 0.01%
85,000
979
$2.76M 0.01%
433,850
+182,850
980
$2.75M 0.01%
112,631
+22
981
$2.75M 0.01%
27,072
-197
982
$2.74M 0.01%
118,753
+5,649
983
$2.74M 0.01%
81,991
-11,947
984
$2.73M 0.01%
23,457
+876
985
$2.73M 0.01%
13,673
+6,323
986
$2.72M 0.01%
72,053
+9,178
987
$2.71M 0.01%
21,908
+2,473
988
$2.7M 0.01%
67,530
+5,250
989
$2.7M 0.01%
53,977
+1,031
990
$2.7M 0.01%
200,373
+5,756
991
$2.7M 0.01%
38,282
-4,672
992
$2.7M 0.01%
49,954
+71
993
$2.69M 0.01%
+119,287
994
$2.69M 0.01%
55,644
-13,147
995
$2.68M 0.01%
11,732
+977
996
$2.67M 0.01%
146,762
-257
997
$2.67M 0.01%
58,244
-7,739
998
$2.65M 0.01%
209,541
+17,511
999
$2.65M 0.01%
27,312
-590
1000
$2.65M 0.01%
+39,040
38 39
40
41 42