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
1501
$966K ﹤0.01%
29,834
-3
1502
$965K ﹤0.01%
18,908
-1,520
1503
$964K ﹤0.01%
7,816
-1,322
1504
$961K ﹤0.01%
25,946
+193
1505
$960K ﹤0.01%
69,042
+342
1506
$959K ﹤0.01%
17,632
+2,018
1507
$959K ﹤0.01%
37,615
+1,667
1508
$956K ﹤0.01%
34,104
-10,377
1509
$948K ﹤0.01%
17,351
-1,436
1510
$946K ﹤0.01%
132,410
-570
1511
$946K ﹤0.01%
12,630
+3,748
1512
$946K ﹤0.01%
55,147
-96,501
1513
$945K ﹤0.01%
49,609
+1,088
1514
$945K ﹤0.01%
29,067
+1,359
1515
$944K ﹤0.01%
12,714
+3,004
1516
$944K ﹤0.01%
40,581
+721
1517
$942K ﹤0.01%
18,502
+4,225
1518
$941K ﹤0.01%
+41,856
1519
$939K ﹤0.01%
104,104
-53,400
1520
$938K ﹤0.01%
7,236
+372
1521
$936K ﹤0.01%
58,388
+2,611
1522
$936K ﹤0.01%
8,810
-505
1523
$934K ﹤0.01%
+26,356
1524
$934K ﹤0.01%
60,741
-3,298
1525
$934K ﹤0.01%
57,275
-40,440
59 60
61
62 63