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
1176
$1.81M 0.01%
34,690
-2,091
1177
$1.81M 0.01%
88,971
+34,521
1178
$1.8M 0.01%
29,037
-17,455
1179
$1.8M 0.01%
21,392
-12,378
1180
$1.8M 0.01%
401,200
-2,000
1181
$1.8M 0.01%
70,274
+1,105
1182
$1.8M 0.01%
230,782
+65,224
1183
$1.79M 0.01%
180,523
-602
1184
$1.78M 0.01%
32,278
+1,152
1185
$1.78M 0.01%
+89,466
1186
$1.77M 0.01%
26,175
-12,648
1187
$1.77M 0.01%
72,974
+2,009
1188
$1.76M 0.01%
202,193
-8,640
1189
$1.76M 0.01%
17,435
-1,281
1190
$1.76M 0.01%
44,666
+11,776
1191
$1.75M 0.01%
32,392
-10,643
1192
$1.75M 0.01%
108,615
-3,151
1193
$1.74M 0.01%
16,147
+9,436
1194
$1.74M 0.01%
48,665
-66,454
1195
$1.74M 0.01%
31,008
+8,994
1196
$1.73M 0.01%
42,800
+4,759
1197
$1.73M 0.01%
28,512
+5,474
1198
$1.73M 0.01%
220,353
+3,295
1199
$1.73M 0.01%
30,910
+283
1200
$1.72M 0.01%
54,089
+19,007
46 47
48
49 50