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
1726
$656K ﹤0.01%
18,105
+4,507
1727
$655K ﹤0.01%
6,800
1728
$653K ﹤0.01%
16,118
+5,340
1729
$652K ﹤0.01%
+21,190
1730
$651K ﹤0.01%
8,489
-443
1731
$650K ﹤0.01%
12,801
+2,735
1732
$649K ﹤0.01%
32,148
+666
1733
$648K ﹤0.01%
13,994
+2,642
1734
$644K ﹤0.01%
+28,250
1735
$644K ﹤0.01%
12,734
+6,110
1736
$643K ﹤0.01%
13,249
+2,216
1737
$643K ﹤0.01%
53,870
+665
1738
$642K ﹤0.01%
15,823
+1,049
1739
$641K ﹤0.01%
14,878
-21,664
1740
$640K ﹤0.01%
1,777
-3
1741
$640K ﹤0.01%
22,280
-4,398
1742
$640K ﹤0.01%
204,305
+200,762
1743
$639K ﹤0.01%
+23,825
1744
$638K ﹤0.01%
33,115
-4,472
1745
$637K ﹤0.01%
+62,174
1746
$634K ﹤0.01%
11,054
-298
1747
$633K ﹤0.01%
36,731
-1,281
1748
$629K ﹤0.01%
109,528
-11,533
1749
$629K ﹤0.01%
46,343
+10,015
1750
$628K ﹤0.01%
4,146
-2,449
68 69
70
71 72