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
1101
$2.06M 0.01%
11,090
+5,822
1102
$2.06M 0.01%
19,016
+4,823
1103
$2.06M 0.01%
68,502
+5,379
1104
$2.06M 0.01%
49,843
+7,705
1105
$2.05M 0.01%
65,000
1106
$2.05M 0.01%
15,295
+120
1107
$2.05M 0.01%
130,045
-23,740
1108
$2.05M 0.01%
68,066
-11,044
1109
$2.04M 0.01%
21,931
-1,760
1110
$2.04M 0.01%
+40,743
1111
$2.04M 0.01%
24,167
+2,308
1112
$2.03M 0.01%
12,574
+1,878
1113
$2.03M 0.01%
39,031
+2,973
1114
$2.03M 0.01%
31,715
+5,761
1115
$2.03M 0.01%
233,181
+22,518
1116
$2.02M 0.01%
116,333
+10,864
1117
$2.02M 0.01%
76,615
+32,470
1118
$2.02M 0.01%
69,435
+1,096
1119
$2.01M 0.01%
31,926
-4,906
1120
$2.01M 0.01%
46,784
+471
1121
$2.01M 0.01%
46,583
+7,648
1122
$2M 0.01%
61,350
+1,500
1123
$2M 0.01%
31,078
-13,616
1124
$2M 0.01%
25,104
-19,613
1125
$2M 0.01%
42,476
+17,465
43 44
45
46 47