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
1226
$1.66M 0.01%
160,618
-1,000
1227
$1.65M 0.01%
20,794
+2,293
1228
$1.65M 0.01%
35,957
+3,401
1229
$1.65M 0.01%
45,432
+7,566
1230
$1.65M 0.01%
109,733
+35,205
1231
$1.64M 0.01%
52,197
-7,283
1232
$1.64M 0.01%
25,402
-2,468
1233
$1.63M 0.01%
108,342
-7,332
1234
$1.63M 0.01%
186,400
-6,380
1235
$1.63M 0.01%
28,664
+1,494
1236
$1.62M 0.01%
18,581
-3,380
1237
$1.62M 0.01%
72,150
+8,665
1238
$1.62M 0.01%
105,384
-13,745
1239
$1.61M 0.01%
28,610
+6,110
1240
$1.61M 0.01%
258,229
+34,086
1241
$1.61M 0.01%
90,000
1242
$1.6M 0.01%
175,261
+37,864
1243
$1.6M 0.01%
24,497
+4,267
1244
$1.6M 0.01%
78,932
+12,206
1245
$1.59M 0.01%
176,463
-1,712
1246
$1.58M 0.01%
3,552
+627
1247
$1.58M 0.01%
44,578
+22,174
1248
$1.58M 0.01%
90,568
+27,702
1249
$1.58M 0.01%
61,172
-1,128
1250
$1.58M 0.01%
27,229
-68
48 49
50
51 52