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
1076
$2.16M 0.01%
60,650
-10,000
1077
$2.15M 0.01%
19,056
-19,844
1078
$2.15M 0.01%
230,655
-13,200
1079
$2.15M 0.01%
78,289
+1,354
1080
$2.15M 0.01%
55,141
-26,141
1081
$2.14M 0.01%
22,270
+2,047
1082
$2.14M 0.01%
40,950
+3,674
1083
$2.13M 0.01%
28,462
-1,057
1084
$2.13M 0.01%
149,073
-18,341
1085
$2.12M 0.01%
23,747
-2,023
1086
$2.12M 0.01%
34,234
-3,625
1087
$2.11M 0.01%
13,287
+365
1088
$2.11M 0.01%
20,113
-6,986
1089
$2.11M 0.01%
11,794
+919
1090
$2.1M 0.01%
44,198
-16,614
1091
$2.1M 0.01%
55,128
+900
1092
$2.1M 0.01%
35,740
+5,407
1093
$2.1M 0.01%
64,404
-2,872
1094
$2.09M 0.01%
63,457
+2,184
1095
$2.09M 0.01%
43,734
+349
1096
$2.09M 0.01%
164,983
+14,175
1097
$2.08M 0.01%
47,141
+1,587
1098
$2.08M 0.01%
22,823
-169
1099
$2.08M 0.01%
24,752
+16,000
1100
$2.08M 0.01%
31,450
-12,844
42 43
44
45 46