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
1001
$2.64M 0.01%
185,706
+8,666
1002
$2.64M 0.01%
82,317
+12,026
1003
$2.63M 0.01%
46,932
+1,341
1004
$2.63M 0.01%
67,562
+890
1005
$2.63M 0.01%
183,764
-32,134
1006
$2.59M 0.01%
16,107
-832
1007
$2.58M 0.01%
101,815
-9,361
1008
$2.58M 0.01%
98,017
+5,873
1009
$2.58M 0.01%
71,416
-13,168
1010
$2.57M 0.01%
114,996
-7,907
1011
$2.56M 0.01%
110,136
-17,223
1012
$2.56M 0.01%
55,858
-292
1013
$2.55M 0.01%
70,872
+3,142
1014
$2.55M 0.01%
22,770
+437
1015
$2.52M 0.01%
53,990
+14
1016
$2.52M 0.01%
19,992
-1,082
1017
$2.51M 0.01%
46,264
+2,474
1018
$2.5M 0.01%
205,653
+13,434
1019
$2.5M 0.01%
23,300
-2,720
1020
$2.49M 0.01%
1,850
+49
1021
$2.48M 0.01%
18,287
-1,702
1022
$2.48M 0.01%
73,129
+4,654
1023
$2.48M 0.01%
29,660
+388
1024
$2.48M 0.01%
79,915
+15,816
1025
$2.46M 0.01%
186,011
+33,535
39 40
41
42 43