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
1051
$2.26M 0.01%
59,055
+4,686
1052
$2.26M 0.01%
44,033
+25,172
1053
$2.25M 0.01%
18,353
+2,345
1054
$2.25M 0.01%
26,102
-5,017
1055
$2.24M 0.01%
98,848
+1,872
1056
$2.24M 0.01%
+37,109
1057
$2.24M 0.01%
98,220
-3,274
1058
$2.23M 0.01%
77,074
-5,426
1059
$2.22M 0.01%
152,186
-33,286
1060
$2.22M 0.01%
15,909
+1,504
1061
$2.21M 0.01%
106,551
-1,737
1062
$2.21M 0.01%
+91,557
1063
$2.21M 0.01%
133,836
+6,527
1064
$2.2M 0.01%
257,331
-6,506
1065
$2.2M 0.01%
68,028
+2,794
1066
$2.2M 0.01%
28,808
-1,364
1067
$2.2M 0.01%
24,750
+7,018
1068
$2.2M 0.01%
106,710
+12,756
1069
$2.2M 0.01%
52,857
+15,370
1070
$2.19M 0.01%
46,684
-6,225
1071
$2.19M 0.01%
+92,833
1072
$2.18M 0.01%
216,217
-3,352
1073
$2.17M 0.01%
42,290
-3,253
1074
$2.17M 0.01%
81,122
+36,860
1075
$2.17M 0.01%
14,117
-2,346
41 42
43
44 45