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
1276
$1.49M 0.01%
78,699
-2,013
1277
$1.49M 0.01%
130,584
-17,412
1278
$1.49M 0.01%
23,431
+12
1279
$1.49M 0.01%
55,807
-1,309
1280
$1.49M 0.01%
65,514
-11,674
1281
$1.48M 0.01%
40,281
+7,455
1282
$1.47M 0.01%
34,007
-3,511
1283
$1.47M 0.01%
9,295
+185
1284
$1.47M 0.01%
48,924
+1,236
1285
$1.47M 0.01%
79,214
-57,284
1286
$1.46M 0.01%
31,557
-28,868
1287
$1.46M 0.01%
30,502
-32
1288
$1.46M 0.01%
19,567
+1,408
1289
$1.46M 0.01%
68,737
-4,392
1290
$1.45M 0.01%
124,890
-34,750
1291
$1.45M 0.01%
84,954
-339
1292
$1.45M 0.01%
75,296
+14,243
1293
$1.44M 0.01%
29,038
-25,598
1294
$1.44M 0.01%
122,000
+3,248
1295
$1.43M 0.01%
45,712
+15,892
1296
$1.43M 0.01%
10,220
+337
1297
$1.43M ﹤0.01%
34,383
+102
1298
$1.42M ﹤0.01%
20,469
-81
1299
$1.42M ﹤0.01%
105,906
+482
1300
$1.42M ﹤0.01%
+16,302
50 51
52
53 54