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
1151
$1.92M 0.01%
44,556
+220
1152
$1.92M 0.01%
242,153
+4,542
1153
$1.92M 0.01%
35,880
-6,666
1154
$1.91M 0.01%
189,721
+26,983
1155
$1.89M 0.01%
65,153
+29,718
1156
$1.89M 0.01%
58,961
-505
1157
$1.88M 0.01%
37,051
+2,580
1158
$1.87M 0.01%
138,219
+28,611
1159
$1.86M 0.01%
16,033
-3,695
1160
$1.86M 0.01%
36,251
-9,334
1161
$1.85M 0.01%
48,447
-8,176
1162
$1.85M 0.01%
89,544
+2,646
1163
$1.85M 0.01%
40,677
+435
1164
$1.84M 0.01%
91,608
+280
1165
$1.84M 0.01%
66,318
+10,546
1166
$1.84M 0.01%
59,366
+254
1167
$1.84M 0.01%
+4,546
1168
$1.84M 0.01%
185,281
-3,203
1169
$1.83M 0.01%
44,550
+616
1170
$1.83M 0.01%
56,636
-5,173
1171
$1.82M 0.01%
45,575
-2,930
1172
$1.82M 0.01%
30,729
-257
1173
$1.82M 0.01%
120,209
+22,070
1174
$1.82M 0.01%
66,045
+1,346
1175
$1.82M 0.01%
33,343
+2,163
45 46
47
48 49