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
1826
$549K ﹤0.01%
11,153
-1,461
1827
$548K ﹤0.01%
13,572
1828
$548K ﹤0.01%
11,689
+79
1829
$548K ﹤0.01%
5,562
-4,406
1830
$547K ﹤0.01%
88,207
+68,742
1831
$547K ﹤0.01%
12,798
-1,513
1832
$544K ﹤0.01%
31,749
+1,028
1833
$544K ﹤0.01%
15,972
1834
$543K ﹤0.01%
6,510
+190
1835
$543K ﹤0.01%
+19,109
1836
$543K ﹤0.01%
18,099
-1,257
1837
$542K ﹤0.01%
46,967
+7,006
1838
$542K ﹤0.01%
4,863
+833
1839
$540K ﹤0.01%
+7,836
1840
$539K ﹤0.01%
7,346
+4,452
1841
$537K ﹤0.01%
1,034
+20
1842
$537K ﹤0.01%
29,226
-3,396
1843
$536K ﹤0.01%
6,250
-306
1844
$536K ﹤0.01%
8,271
-841
1845
$534K ﹤0.01%
13,207
+1,313
1846
$534K ﹤0.01%
29,186
+542
1847
$532K ﹤0.01%
6,005
-162
1848
$532K ﹤0.01%
14,330
+3,990
1849
$530K ﹤0.01%
5,067
+108
1850
$530K ﹤0.01%
+46,183
72 73
74
75 76