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
1576
$848K ﹤0.01%
35,000
1577
$844K ﹤0.01%
28,371
-282
1578
$844K ﹤0.01%
47,302
+16,866
1579
$841K ﹤0.01%
46,536
+30,581
1580
$841K ﹤0.01%
12,715
+350
1581
$839K ﹤0.01%
17,993
+1,133
1582
$839K ﹤0.01%
17,061
+3,569
1583
$838K ﹤0.01%
13,018
-206
1584
$837K ﹤0.01%
17,749
+6,534
1585
$836K ﹤0.01%
11,191
-534
1586
$834K ﹤0.01%
17,795
-7,228
1587
$833K ﹤0.01%
15,990
+458
1588
$833K ﹤0.01%
6,891
-5,578
1589
$831K ﹤0.01%
15,811
-3,850
1590
$831K ﹤0.01%
49,356
-73,185
1591
$830K ﹤0.01%
17,607
-9,926
1592
$829K ﹤0.01%
116,089
-300
1593
$828K ﹤0.01%
44,226
-1,743
1594
$826K ﹤0.01%
26,466
+661
1595
$826K ﹤0.01%
14,405
-8,476
1596
$824K ﹤0.01%
17,075
+2,404
1597
$824K ﹤0.01%
26,330
+14,230
1598
$823K ﹤0.01%
11,485
+275
1599
$817K ﹤0.01%
21,470
+487
1600
$813K ﹤0.01%
12,261
-3,980
62 63
64
65 66