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
1651
$747K ﹤0.01%
50,342
-1,969
1652
$747K ﹤0.01%
15,030
+1,069
1653
$745K ﹤0.01%
15,185
-580
1654
$744K ﹤0.01%
32,376
+2,609
1655
$742K ﹤0.01%
9,881
-2,241
1656
$740K ﹤0.01%
29,146
+4,150
1657
$739K ﹤0.01%
+13,806
1658
$738K ﹤0.01%
14,696
-13,853
1659
$737K ﹤0.01%
41,370
+2,194
1660
$733K ﹤0.01%
10,839
+243
1661
$732K ﹤0.01%
22,850
-24,858
1662
$730K ﹤0.01%
51,098
+2,336
1663
$725K ﹤0.01%
10,051
+330
1664
$725K ﹤0.01%
28,390
-1,386
1665
$725K ﹤0.01%
16,391
-2,189
1666
$723K ﹤0.01%
52,953
-193
1667
$722K ﹤0.01%
14,250
-3,406
1668
$720K ﹤0.01%
15,378
+4,771
1669
$719K ﹤0.01%
33,019
+786
1670
$717K ﹤0.01%
82,690
-6,352
1671
$716K ﹤0.01%
17,349
+5,315
1672
$716K ﹤0.01%
11,997
+71
1673
$715K ﹤0.01%
45,774
+191
1674
$715K ﹤0.01%
+24,004
1675
$715K ﹤0.01%
37,956
65 66
67
68 69