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
1426
$1.14M ﹤0.01%
17,905
+685
1427
$1.14M ﹤0.01%
50,344
+25,868
1428
$1.13M ﹤0.01%
26,589
+7,344
1429
$1.13M ﹤0.01%
193,473
+59,814
1430
$1.12M ﹤0.01%
53,892
+4,862
1431
$1.12M ﹤0.01%
52,972
-8,683
1432
$1.12M ﹤0.01%
13,919
+4,311
1433
$1.12M ﹤0.01%
100,415
+11,100
1434
$1.12M ﹤0.01%
17,764
-399
1435
$1.11M ﹤0.01%
7,212
-677
1436
$1.11M ﹤0.01%
10,267
+3,555
1437
$1.11M ﹤0.01%
11,603
-3,799
1438
$1.11M ﹤0.01%
19,885
-5,885
1439
$1.11M ﹤0.01%
59,258
-22,712
1440
$1.1M ﹤0.01%
40,259
-485
1441
$1.1M ﹤0.01%
36,580
+168
1442
$1.1M ﹤0.01%
22,543
+114
1443
$1.1M ﹤0.01%
5,481
+218
1444
$1.1M ﹤0.01%
83,620
+4,160
1445
$1.09M ﹤0.01%
8,828
+582
1446
$1.08M ﹤0.01%
74,833
-1
1447
$1.08M ﹤0.01%
17,361
-2,948
1448
$1.08M ﹤0.01%
82,115
+23,765
1449
$1.08M ﹤0.01%
36,336
+544
1450
$1.08M ﹤0.01%
24,227
-3,886
56 57
58
59 60