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
1301
$1.42M ﹤0.01%
41,232
-954
1302
$1.41M ﹤0.01%
30,490
-9,507
1303
$1.41M ﹤0.01%
11,398
+1,721
1304
$1.41M ﹤0.01%
193,447
+13,471
1305
$1.41M ﹤0.01%
35,914
-7,428
1306
$1.4M ﹤0.01%
34,611
+6,582
1307
$1.4M ﹤0.01%
37,079
+278
1308
$1.4M ﹤0.01%
55,316
+1,541
1309
$1.4M ﹤0.01%
23,457
+1,210
1310
$1.4M ﹤0.01%
+56,658
1311
$1.39M ﹤0.01%
34,511
-2,068
1312
$1.39M ﹤0.01%
32,233
-15,534
1313
$1.38M ﹤0.01%
7,460
+759
1314
$1.38M ﹤0.01%
35,770
+14,662
1315
$1.38M ﹤0.01%
37,566
+7,404
1316
$1.37M ﹤0.01%
34,032
+1,535
1317
$1.37M ﹤0.01%
33,132
1318
$1.37M ﹤0.01%
91,779
+658
1319
$1.36M ﹤0.01%
28,901
+4,231
1320
$1.36M ﹤0.01%
17,011
+612
1321
$1.36M ﹤0.01%
17,978
+2,249
1322
$1.36M ﹤0.01%
45,628
+19,118
1323
$1.36M ﹤0.01%
65,000
1324
$1.36M ﹤0.01%
202,933
+3,247
1325
$1.36M ﹤0.01%
+806
51 52
53
54 55