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
1551
$898K ﹤0.01%
20,863
-184
1552
$895K ﹤0.01%
40,213
+701
1553
$891K ﹤0.01%
24,807
+890
1554
$891K ﹤0.01%
10,803
+333
1555
$887K ﹤0.01%
1,789
-1,310
1556
$883K ﹤0.01%
65,310
+8,220
1557
$882K ﹤0.01%
93,975
+6,151
1558
$881K ﹤0.01%
48,934
-279,286
1559
$876K ﹤0.01%
11,369
+3,137
1560
$873K ﹤0.01%
114,691
+3,213
1561
$872K ﹤0.01%
45,258
-65,469
1562
$871K ﹤0.01%
31,087
-14,356
1563
$870K ﹤0.01%
+29,745
1564
$869K ﹤0.01%
76,748
+4,019
1565
$866K ﹤0.01%
17,558
-900
1566
$866K ﹤0.01%
90,601
-950
1567
$864K ﹤0.01%
6,394
+4,504
1568
$863K ﹤0.01%
+12,039
1569
$862K ﹤0.01%
25,814
-9,400
1570
$859K ﹤0.01%
29,435
-3,903
1571
$858K ﹤0.01%
15,625
-1,993
1572
$857K ﹤0.01%
31,694
-335
1573
$855K ﹤0.01%
38,306
+216
1574
$851K ﹤0.01%
23,146
+5,588
1575
$848K ﹤0.01%
18,045
+2,309
61 62
63
64 65