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
1451
$1.07M ﹤0.01%
23,298
+2,180
1452
$1.07M ﹤0.01%
16,188
+3,667
1453
$1.07M ﹤0.01%
10,007
-471
1454
$1.07M ﹤0.01%
+26,295
1455
$1.06M ﹤0.01%
100,986
-8,400
1456
$1.06M ﹤0.01%
61,963
-2,395
1457
$1.06M ﹤0.01%
25,881
+2,843
1458
$1.06M ﹤0.01%
52,973
+9,199
1459
$1.06M ﹤0.01%
9,125
-77
1460
$1.05M ﹤0.01%
205,553
+12,771
1461
$1.05M ﹤0.01%
28,107
-6,600
1462
$1.05M ﹤0.01%
24,786
+6,110
1463
$1.05M ﹤0.01%
129,466
+97,729
1464
$1.05M ﹤0.01%
37,397
+4,649
1465
$1.05M ﹤0.01%
26,818
+3,940
1466
$1.05M ﹤0.01%
64,021
-5,680
1467
$1.04M ﹤0.01%
99,572
+5,393
1468
$1.04M ﹤0.01%
11,356
+229
1469
$1.03M ﹤0.01%
19,266
+1,422
1470
$1.03M ﹤0.01%
34,907
+13,096
1471
$1.03M ﹤0.01%
28,751
+1,868
1472
$1.03M ﹤0.01%
8,043
-359
1473
$1.03M ﹤0.01%
61,262
+5,673
1474
$1.02M ﹤0.01%
7,456
+1,309
1475
$1.02M ﹤0.01%
27,111
+8,048
57 58
59
60 61