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
1526
$933K ﹤0.01%
40,834
-48,418
1527
$930K ﹤0.01%
43,173
+2,609
1528
$930K ﹤0.01%
37,406
-403
1529
$929K ﹤0.01%
10,990
+2,774
1530
$928K ﹤0.01%
26,386
+15,465
1531
$927K ﹤0.01%
23,210
-7,176
1532
$926K ﹤0.01%
25,613
-116,819
1533
$923K ﹤0.01%
14,659
-3,912
1534
$923K ﹤0.01%
20,062
+807
1535
$918K ﹤0.01%
7,732
+1,017
1536
$918K ﹤0.01%
204,714
+22,010
1537
$917K ﹤0.01%
37,610
+1,521
1538
$917K ﹤0.01%
36,831
+5,787
1539
$917K ﹤0.01%
+28,690
1540
$913K ﹤0.01%
26,555
-3,645
1541
$912K ﹤0.01%
+32,742
1542
$911K ﹤0.01%
27,460
+577
1543
$909K ﹤0.01%
36,918
+3,085
1544
$909K ﹤0.01%
90,678
+22,369
1545
$908K ﹤0.01%
15,316
-857
1546
$906K ﹤0.01%
95,877
+43,423
1547
$906K ﹤0.01%
45,321
+4,406
1548
$900K ﹤0.01%
139,300
-67,021
1549
$899K ﹤0.01%
63,355
-54,997
1550
$899K ﹤0.01%
77,355
+2,042
60 61
62
63 64