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
1376
$1.24M ﹤0.01%
4,755
-1,410
1377
$1.24M ﹤0.01%
41,739
+2,589
1378
$1.23M ﹤0.01%
24,581
+3,352
1379
$1.23M ﹤0.01%
63,252
+41,004
1380
$1.23M ﹤0.01%
11,775
+273
1381
$1.23M ﹤0.01%
42,648
+8,540
1382
$1.22M ﹤0.01%
14,928
-1,889
1383
$1.22M ﹤0.01%
13,513
-2,713
1384
$1.22M ﹤0.01%
55,883
-7,520
1385
$1.22M ﹤0.01%
24,784
+30
1386
$1.21M ﹤0.01%
26,926
-7,788
1387
$1.21M ﹤0.01%
+24,431
1388
$1.21M ﹤0.01%
50,100
1389
$1.2M ﹤0.01%
36,158
+1,160
1390
$1.2M ﹤0.01%
26,491
-275
1391
$1.2M ﹤0.01%
21,212
+16,801
1392
$1.2M ﹤0.01%
50,000
-80
1393
$1.2M ﹤0.01%
50,646
+1,350
1394
$1.2M ﹤0.01%
15,223
-1,576
1395
$1.2M ﹤0.01%
90,844
+1,033
1396
$1.19M ﹤0.01%
45,596
-17
1397
$1.19M ﹤0.01%
113,233
-2,136
1398
$1.19M ﹤0.01%
41,198
+456
1399
$1.19M ﹤0.01%
27,103
-1,939
1400
$1.18M ﹤0.01%
28,047
-13,976
54 55
56
57 58