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
1601
$812K ﹤0.01%
33,517
+14,417
1602
$811K ﹤0.01%
21,593
-11,473
1603
$810K ﹤0.01%
31,556
+762
1604
$810K ﹤0.01%
+9,186
1605
$808K ﹤0.01%
55,400
-6,328
1606
$808K ﹤0.01%
40,182
-505
1607
$808K ﹤0.01%
40,305
-150
1608
$805K ﹤0.01%
+822
1609
$803K ﹤0.01%
13,009
+3,337
1610
$802K ﹤0.01%
93,020
+18,655
1611
$799K ﹤0.01%
43,982
+4,056
1612
$798K ﹤0.01%
19,364
-468
1613
$798K ﹤0.01%
51,800
-5,900
1614
$797K ﹤0.01%
41,824
+29,587
1615
$794K ﹤0.01%
60,388
+1,652
1616
$794K ﹤0.01%
19,455
+200
1617
$792K ﹤0.01%
15,447
-89
1618
$792K ﹤0.01%
15,242
+4,057
1619
$786K ﹤0.01%
46,890
-861
1620
$786K ﹤0.01%
359,518
+76,185
1621
$786K ﹤0.01%
3,256
-2,143
1622
$786K ﹤0.01%
14,380
+5,060
1623
$785K ﹤0.01%
211,366
+14,763
1624
$784K ﹤0.01%
82,228
-366
1625
$784K ﹤0.01%
+37,256
63 64
65
66 67