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
1326
$1.35M ﹤0.01%
21,981
-266,047
1327
$1.35M ﹤0.01%
43,672
+9,691
1328
$1.35M ﹤0.01%
32,469
-6,893
1329
$1.35M ﹤0.01%
84,544
+7,855
1330
$1.35M ﹤0.01%
26,363
+248
1331
$1.35M ﹤0.01%
21,995
+325
1332
$1.34M ﹤0.01%
104,648
+37,018
1333
$1.34M ﹤0.01%
90,164
+67,936
1334
$1.33M ﹤0.01%
41,116
+369
1335
$1.33M ﹤0.01%
11,614
-139
1336
$1.32M ﹤0.01%
30,408
+20
1337
$1.32M ﹤0.01%
29,392
-3,801
1338
$1.32M ﹤0.01%
7,692
+367
1339
$1.31M ﹤0.01%
35,182
+7,377
1340
$1.31M ﹤0.01%
80,210
+8,115
1341
$1.31M ﹤0.01%
51,056
-1,624
1342
$1.31M ﹤0.01%
53,300
+900
1343
$1.31M ﹤0.01%
33,488
-1,031
1344
$1.31M ﹤0.01%
27,828
+6,941
1345
$1.31M ﹤0.01%
27,386
-1,213
1346
$1.3M ﹤0.01%
31,759
+1,880
1347
$1.3M ﹤0.01%
26,132
+6,133
1348
$1.3M ﹤0.01%
13,854
-399
1349
$1.3M ﹤0.01%
31,471
+15,241
1350
$1.3M ﹤0.01%
57,518
+31,086
52 53
54
55 56