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
1476
$1.02M ﹤0.01%
16,868
+3,709
1477
$1.01M ﹤0.01%
9,574
-257
1478
$1.01M ﹤0.01%
+22,482
1479
$1M ﹤0.01%
46,965
+3,145
1480
$1M ﹤0.01%
18,410
+10
1481
$1M ﹤0.01%
14,373
+10,265
1482
$1M ﹤0.01%
+27,343
1483
$995K ﹤0.01%
92,894
+11,376
1484
$991K ﹤0.01%
50,221
+30,532
1485
$987K ﹤0.01%
80,419
+8,833
1486
$983K ﹤0.01%
23,908
+1,472
1487
$982K ﹤0.01%
37,543
+836
1488
$978K ﹤0.01%
51,500
+1,214
1489
$976K ﹤0.01%
36,693
+988
1490
$975K ﹤0.01%
54,795
+1,449
1491
$974K ﹤0.01%
5,678
-6,676
1492
$974K ﹤0.01%
56,272
+550
1493
$974K ﹤0.01%
53,988
-2,526
1494
$971K ﹤0.01%
12,310
+1,768
1495
$970K ﹤0.01%
144,915
-10,791
1496
$969K ﹤0.01%
25,487
-1,107
1497
$968K ﹤0.01%
71,783
+455
1498
$967K ﹤0.01%
16,960
-5,492
1499
$967K ﹤0.01%
30,693
+9,454
1500
$966K ﹤0.01%
13,906
-11
58 59
60
61 62