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
1801
$576K ﹤0.01%
38,241
-14,232
1802
$574K ﹤0.01%
12,791
+867
1803
$574K ﹤0.01%
8,716
-981
1804
$574K ﹤0.01%
26,842
-531
1805
$570K ﹤0.01%
30,779
-591
1806
$568K ﹤0.01%
110,000
1807
$567K ﹤0.01%
4,402
+1,040
1808
$566K ﹤0.01%
113,630
1809
$564K ﹤0.01%
6,713
-975
1810
$562K ﹤0.01%
29,820
-9,030
1811
$561K ﹤0.01%
23,571
+518
1812
$560K ﹤0.01%
7,230
+301
1813
$558K ﹤0.01%
57,715
-2,811
1814
$557K ﹤0.01%
27,150
-150
1815
$556K ﹤0.01%
3,100
+1,042
1816
$555K ﹤0.01%
22,666
+11,059
1817
$554K ﹤0.01%
23,794
+1,680
1818
$554K ﹤0.01%
11,977
+365
1819
$554K ﹤0.01%
28,372
+7,911
1820
$553K ﹤0.01%
5,863
+1,348
1821
$553K ﹤0.01%
14,780
+571
1822
$551K ﹤0.01%
31,929
1823
$550K ﹤0.01%
82,828
-13,980
1824
$550K ﹤0.01%
6,875
+459
1825
$550K ﹤0.01%
18,840
71 72
73
74 75