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
1126
$1.99M 0.01%
141,990
-7,287
1127
$1.99M 0.01%
107,872
+11,715
1128
$1.99M 0.01%
72,850
-5,436
1129
$1.99M 0.01%
89,854
1130
$1.99M 0.01%
38,601
+617
1131
$1.98M 0.01%
26,077
+16,292
1132
$1.98M 0.01%
106,721
-6,919
1133
$1.97M 0.01%
52,832
-712
1134
$1.97M 0.01%
54,408
+1,900
1135
$1.97M 0.01%
54,495
+2,030
1136
$1.97M 0.01%
11,265
+3,974
1137
$1.96M 0.01%
113,058
+1,086
1138
$1.96M 0.01%
61,479
-1,356
1139
$1.95M 0.01%
187,384
+72,507
1140
$1.94M 0.01%
94,727
+2,664
1141
$1.93M 0.01%
31,698
-153
1142
$1.93M 0.01%
148,823
+89,872
1143
$1.93M 0.01%
55,972
-13,072
1144
$1.93M 0.01%
60,955
+2,993
1145
$1.93M 0.01%
38,120
+3,635
1146
$1.93M 0.01%
68,841
+4,400
1147
$1.92M 0.01%
30,294
+36
1148
$1.92M 0.01%
129,634
+12,841
1149
$1.92M 0.01%
37,432
-2,919
1150
$1.92M 0.01%
82,944
+58,660
44 45
46
47 48