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
1776
$600K ﹤0.01%
9,554
-398
1777
$599K ﹤0.01%
13,254
-434
1778
$597K ﹤0.01%
+21,548
1779
$596K ﹤0.01%
32,828
+14,362
1780
$594K ﹤0.01%
2,677
+122
1781
$593K ﹤0.01%
39,796
-1,065
1782
$592K ﹤0.01%
23,940
+11,628
1783
$592K ﹤0.01%
23,855
-3,705
1784
$591K ﹤0.01%
20,937
-3,906
1785
$590K ﹤0.01%
9,145
-41
1786
$588K ﹤0.01%
25,289
+1,577
1787
$587K ﹤0.01%
18,582
+255
1788
$586K ﹤0.01%
4,428
-2,125
1789
$586K ﹤0.01%
11,912
+1,348
1790
$586K ﹤0.01%
11,161
+376
1791
$585K ﹤0.01%
34,708
-1,588
1792
$584K ﹤0.01%
11,379
-5,383
1793
$582K ﹤0.01%
7,016
+1,826
1794
$581K ﹤0.01%
16,040
-200
1795
$581K ﹤0.01%
79,778
+716
1796
$579K ﹤0.01%
21,524
+896
1797
$579K ﹤0.01%
19,500
1798
$578K ﹤0.01%
19,441
-1,163
1799
$576K ﹤0.01%
48,135
-1,750
1800
$576K ﹤0.01%
12,176
+167
70 71
72
73 74