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
1251
$1.57M 0.01%
53,765
-7,615
1252
$1.57M 0.01%
45,906
-47,965
1253
$1.56M 0.01%
54,884
+1,079
1254
$1.56M 0.01%
30,808
-632
1255
$1.56M 0.01%
35,730
+8,313
1256
$1.56M 0.01%
114,418
+33,664
1257
$1.55M 0.01%
30,252
-5,379
1258
$1.54M 0.01%
34,023
-51
1259
$1.54M 0.01%
70,070
+9,389
1260
$1.53M 0.01%
84,593
+5,881
1261
$1.53M 0.01%
112,210
-20,272
1262
$1.53M 0.01%
35,205
+262
1263
$1.53M 0.01%
136,646
+9,093
1264
$1.52M 0.01%
26,152
+606
1265
$1.52M 0.01%
64,311
-6,323
1266
$1.52M 0.01%
29,462
-7,202
1267
$1.52M 0.01%
33,869
+496
1268
$1.52M 0.01%
12,873
-2,764
1269
$1.51M 0.01%
72,002
+1,774
1270
$1.51M 0.01%
54,208
+415
1271
$1.51M 0.01%
83,586
+106
1272
$1.5M 0.01%
26,835
+16,768
1273
$1.5M 0.01%
36,800
-9,277
1274
$1.5M 0.01%
118,030
-42,706
1275
$1.5M 0.01%
19,353
+3,816
49 50
51
52 53