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
1401
$1.18M ﹤0.01%
53,165
+187
1402
$1.18M ﹤0.01%
112,452
-1,830
1403
$1.18M ﹤0.01%
26,512
+2,878
1404
$1.18M ﹤0.01%
17,219
+2,001
1405
$1.18M ﹤0.01%
21,175
-787
1406
$1.18M ﹤0.01%
24,556
-123,564
1407
$1.18M ﹤0.01%
38,041
+2,182
1408
$1.18M ﹤0.01%
35,538
+17,045
1409
$1.18M ﹤0.01%
18,000
1410
$1.17M ﹤0.01%
37,043
+5,882
1411
$1.17M ﹤0.01%
22,903
-31
1412
$1.17M ﹤0.01%
10,996
-1,040
1413
$1.16M ﹤0.01%
16,579
-642
1414
$1.16M ﹤0.01%
62,973
+1,271
1415
$1.15M ﹤0.01%
34,585
+7,254
1416
$1.15M ﹤0.01%
13,633
-260
1417
$1.15M ﹤0.01%
71,220
-19,640
1418
$1.14M ﹤0.01%
14,994
1419
$1.14M ﹤0.01%
60,152
-3,136
1420
$1.14M ﹤0.01%
17,355
-307
1421
$1.14M ﹤0.01%
+37,822
1422
$1.14M ﹤0.01%
171,641
+13,752
1423
$1.14M ﹤0.01%
13,141
-23
1424
$1.14M ﹤0.01%
31,504
+782
1425
$1.14M ﹤0.01%
4,419
+673
55 56
57
58 59