Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
126
$55.2M 0.19%
931,338
-34,726
127
$55.1M 0.19%
372,305
-8,789
128
$55M 0.19%
452,361
+34,024
129
$53.6M 0.19%
506,876
-17,204
130
$53.6M 0.19%
923,081
+69,598
131
$53.2M 0.18%
839,129
-6,397
132
$53.1M 0.18%
719,346
+216,834
133
$53M 0.18%
505,023
+119,944
134
$52.8M 0.18%
566,008
+281,472
135
$52.8M 0.18%
958,554
+137,842
136
$52.6M 0.18%
1,091,380
+156,793
137
$52.1M 0.18%
820,825
+43,575
138
$52M 0.18%
385,627
+133,232
139
$50.7M 0.18%
591,795
-31,663
140
$50.4M 0.18%
684,786
+13,509
141
$50.3M 0.17%
969,300
-116,151
142
$50M 0.17%
1,425,072
+868
143
$49.7M 0.17%
287,654
+20,300
144
$48.9M 0.17%
409,413
+17,129
145
$48.8M 0.17%
967,428
-71,560
146
$48.3M 0.17%
150,445
-34,941
147
$48.2M 0.17%
341,366
+15,793
148
$48.2M 0.17%
318,817
-2,853
149
$47.5M 0.16%
529,032
+114,800
150
$47M 0.16%
614,760
-33,678
4 5
6
7 8