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
1751
$628K ﹤0.01%
29,310
+3,895
1752
$623K ﹤0.01%
5,993
+181
1753
$621K ﹤0.01%
3,461
-835
1754
$620K ﹤0.01%
+24,000
1755
$619K ﹤0.01%
12,418
-665
1756
$618K ﹤0.01%
37,176
-1,863
1757
$617K ﹤0.01%
71,260
+12,097
1758
$615K ﹤0.01%
26,990
+1,350
1759
$614K ﹤0.01%
45,349
-5,075
1760
$613K ﹤0.01%
69,548
+700
1761
$612K ﹤0.01%
60,620
-23,637
1762
$611K ﹤0.01%
12,307
-1,071
1763
$610K ﹤0.01%
13,050
+673
1764
$610K ﹤0.01%
5,538
-416
1765
$609K ﹤0.01%
3,380
-22,047
1766
$608K ﹤0.01%
+9,612
1767
$607K ﹤0.01%
39,563
+1,478
1768
$607K ﹤0.01%
24,229
-3,108
1769
$606K ﹤0.01%
26,499
+577
1770
$604K ﹤0.01%
10,821
+1,000
1771
$603K ﹤0.01%
22,100
+5,088
1772
$602K ﹤0.01%
6,792
-4,016
1773
$601K ﹤0.01%
8,682
-761
1774
$601K ﹤0.01%
39,866
+175
1775
$600K ﹤0.01%
7,725
+2,105
69 70
71
72 73