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
1201
$1.72M 0.01%
44,467
+1,571
1202
$1.72M 0.01%
50,057
-22,862
1203
$1.72M 0.01%
81,449
+69,953
1204
$1.72M 0.01%
262,040
-6,308
1205
$1.71M 0.01%
18,828
+2,522
1206
$1.71M 0.01%
86,327
+5,679
1207
$1.71M 0.01%
94,032
+19,370
1208
$1.71M 0.01%
+93,432
1209
$1.7M 0.01%
52,237
+4,610
1210
$1.69M 0.01%
128,760
+714
1211
$1.69M 0.01%
14,767
-1,344
1212
$1.69M 0.01%
83,006
-32,041
1213
$1.69M 0.01%
79,790
+26,759
1214
$1.68M 0.01%
36,389
+14,131
1215
$1.67M 0.01%
199,451
-1,100
1216
$1.67M 0.01%
21,951
+3,627
1217
$1.67M 0.01%
65,707
+20,709
1218
$1.67M 0.01%
35,910
+20,306
1219
$1.67M 0.01%
30,923
+5,058
1220
$1.67M 0.01%
54,790
+1,910
1221
$1.66M 0.01%
69,061
+43,357
1222
$1.66M 0.01%
16,389
-2,973
1223
$1.66M 0.01%
43,612
+8,007
1224
$1.66M 0.01%
38,004
+2,307
1225
$1.66M 0.01%
48,944
-11,764
47 48
49
50 51