Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
101
$68.4M 0.24%
1,319,016
+49,251
102
$67.3M 0.23%
329,264
+47,618
103
$67.1M 0.23%
2,767,310
+671,700
104
$66.6M 0.23%
1,590,281
+82,643
105
$66.4M 0.23%
2,545,080
+104,150
106
$65.9M 0.23%
260,432
-3,247
107
$65M 0.23%
1,085,930
-23,692
108
$64.7M 0.22%
751,535
+233,512
109
$64.5M 0.22%
431,946
-65,728
110
$64.5M 0.22%
760,879
+195,121
111
$63M 0.22%
1,167,751
+74,275
112
$62.5M 0.22%
357,310
-3,675
113
$61.6M 0.21%
1,173,144
+40,578
114
$60.2M 0.21%
1,565,074
+140,243
115
$59.9M 0.21%
265,478
+32,886
116
$59.9M 0.21%
480,970
+24,393
117
$59.3M 0.21%
1,858,811
+110,019
118
$59.2M 0.21%
416,431
-3,596
119
$59.1M 0.21%
423,347
+12,060
120
$59M 0.2%
925,513
-32,746
121
$58.1M 0.2%
608,076
-179,674
122
$56M 0.19%
690,496
+229,310
123
$55.6M 0.19%
177,094
+28,816
124
$55.3M 0.19%
691,021
+51,776
125
$55.2M 0.19%
497,710
+67,728
3 4
5
6 7