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
1626
$783K ﹤0.01%
28,981
-53,000
1627
$781K ﹤0.01%
11,690
-168
1628
$778K ﹤0.01%
39,693
+3,144
1629
$777K ﹤0.01%
23,525
-385
1630
$777K ﹤0.01%
13,510
+809
1631
$776K ﹤0.01%
11,733
+166
1632
$775K ﹤0.01%
27,079
+1,251
1633
$773K ﹤0.01%
9,265
+1,110
1634
$773K ﹤0.01%
14,950
1635
$769K ﹤0.01%
128,981
-52,909
1636
$769K ﹤0.01%
5,549
-2,754
1637
$767K ﹤0.01%
30,200
+1,500
1638
$767K ﹤0.01%
26,912
-8,450
1639
$766K ﹤0.01%
17,417
-1,481
1640
$763K ﹤0.01%
19,630
-1,625
1641
$760K ﹤0.01%
7,682
-2,472
1642
$760K ﹤0.01%
10,979
-500
1643
$757K ﹤0.01%
22,183
-42,055
1644
$757K ﹤0.01%
22,074
+3,411
1645
$757K ﹤0.01%
+13,942
1646
$756K ﹤0.01%
27,189
+1,107
1647
$755K ﹤0.01%
72,100
-28,675
1648
$751K ﹤0.01%
12,246
-65
1649
$750K ﹤0.01%
73,028
+1,085
1650
$748K ﹤0.01%
21,795
+914
64 65
66
67 68