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
1701
$688K ﹤0.01%
44,004
+101
1702
$687K ﹤0.01%
11,124
+448
1703
$687K ﹤0.01%
5,260
-175
1704
$686K ﹤0.01%
13,012
-347
1705
$684K ﹤0.01%
23,989
+2,417
1706
$683K ﹤0.01%
16,740
+777
1707
$682K ﹤0.01%
8,807
-5,399
1708
$679K ﹤0.01%
52,740
-910
1709
$678K ﹤0.01%
4,824
-355
1710
$677K ﹤0.01%
64,500
+4,000
1711
$677K ﹤0.01%
44,992
-8,694
1712
$674K ﹤0.01%
16,568
+548
1713
$673K ﹤0.01%
10,914
-282
1714
$672K ﹤0.01%
33,871
-245,203
1715
$667K ﹤0.01%
18,760
+6,466
1716
$667K ﹤0.01%
12,450
-276
1717
$666K ﹤0.01%
13,134
-504
1718
$665K ﹤0.01%
60,393
+1,050
1719
$663K ﹤0.01%
+30,337
1720
$660K ﹤0.01%
13,180
+3,138
1721
$658K ﹤0.01%
67,256
-11,306
1722
$658K ﹤0.01%
18,767
+1,106
1723
$658K ﹤0.01%
27,273
+7,855
1724
$658K ﹤0.01%
15,993
+3,321
1725
$657K ﹤0.01%
+11,515
67 68
69
70 71