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
1026
$2.45M 0.01%
60,264
-16,349
1027
$2.44M 0.01%
113,786
+10,297
1028
$2.43M 0.01%
45,903
-2,628
1029
$2.43M 0.01%
98,178
+5,896
1030
$2.42M 0.01%
85,319
+17,465
1031
$2.41M 0.01%
146,027
-21,485
1032
$2.41M 0.01%
39,732
-570
1033
$2.41M 0.01%
34,126
-4,944
1034
$2.4M 0.01%
52,715
-108,861
1035
$2.4M 0.01%
72,657
+559
1036
$2.39M 0.01%
86,808
-15,145
1037
$2.36M 0.01%
142,785
+28,190
1038
$2.35M 0.01%
163,704
+98,649
1039
$2.35M 0.01%
9,669
-104
1040
$2.35M 0.01%
93,116
+26,533
1041
$2.34M 0.01%
121,977
-1,841
1042
$2.34M 0.01%
160,673
-16,404
1043
$2.33M 0.01%
+9,765
1044
$2.31M 0.01%
39,755
-1,284
1045
$2.31M 0.01%
171,714
+16,047
1046
$2.31M 0.01%
415,279
1047
$2.3M 0.01%
100,400
1048
$2.3M 0.01%
130,878
+8,366
1049
$2.29M 0.01%
127,371
+4,738
1050
$2.28M 0.01%
29,433
+1,070
40 41
42
43 44