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
151
$46.7M 0.16%
629,662
+5,716
152
$46.3M 0.16%
160,929
+4,602
153
$45.9M 0.16%
303,735
+140
154
$45.3M 0.16%
1,552,321
+233,141
155
$44.1M 0.15%
482,809
-16,840
156
$44M 0.15%
414,039
+190,026
157
$43.4M 0.15%
564,334
-53,965
158
$43.2M 0.15%
1,197,864
+33,140
159
$43.1M 0.15%
742,716
+31,925
160
$42.9M 0.15%
664,092
-50,772
161
$42.8M 0.15%
417,589
-6,241
162
$42.5M 0.15%
330,315
+5,092
163
$41.8M 0.15%
862,582
+52,114
164
$41.3M 0.14%
652,369
-27,816
165
$41.3M 0.14%
256,576
+15,463
166
$41.1M 0.14%
453,288
-84,349
167
$39.7M 0.14%
326,692
+28,299
168
$39.7M 0.14%
289,633
+17,776
169
$39.6M 0.14%
483,746
+21,910
170
$39.6M 0.14%
494,224
+187,340
171
$39.5M 0.14%
652,410
-8,367
172
$39.4M 0.14%
969,903
-43,708
173
$39M 0.14%
87,259
+11,345
174
$38.8M 0.13%
1,038,986
+3,732
175
$38.6M 0.13%
292,370
-9,240
5 6
7
8 9