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
1676
$715K ﹤0.01%
32,268
+3,502
1677
$715K ﹤0.01%
53,300
+900
1678
$713K ﹤0.01%
38,119
-869
1679
$713K ﹤0.01%
21,475
-431
1680
$712K ﹤0.01%
10,368
+1,689
1681
$711K ﹤0.01%
44,271
+991
1682
$710K ﹤0.01%
23,623
+1,705
1683
$709K ﹤0.01%
24,686
+50
1684
$709K ﹤0.01%
35,445
-2,140
1685
$706K ﹤0.01%
7,521
-13,855
1686
$705K ﹤0.01%
50,945
1687
$704K ﹤0.01%
39,447
+3,780
1688
$700K ﹤0.01%
42,696
-270
1689
$699K ﹤0.01%
20,339
-61
1690
$697K ﹤0.01%
33,150
+1,095
1691
$696K ﹤0.01%
7,181
+316
1692
$696K ﹤0.01%
21,540
-6,711
1693
$694K ﹤0.01%
20,643
+6,982
1694
$693K ﹤0.01%
6,604
-876
1695
$692K ﹤0.01%
+15,818
1696
$692K ﹤0.01%
32,076
-24,988
1697
$690K ﹤0.01%
6,717
-49,445
1698
$690K ﹤0.01%
13,414
+202
1699
$689K ﹤0.01%
20,980
+450
1700
$689K ﹤0.01%
1,025
66 67
68
69 70