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
1851
$529K ﹤0.01%
41,333
-500
1852
$529K ﹤0.01%
+52,950
1853
$528K ﹤0.01%
11,741
+2,681
1854
$527K ﹤0.01%
12,315
-6
1855
$527K ﹤0.01%
+13,566
1856
$524K ﹤0.01%
6,811
-2,222
1857
$524K ﹤0.01%
10,001
-420
1858
$523K ﹤0.01%
41,219
-556
1859
$523K ﹤0.01%
18,791
+1,253
1860
$523K ﹤0.01%
+12,075
1861
$523K ﹤0.01%
11,988
-1,190
1862
$522K ﹤0.01%
44,057
-1,223
1863
$521K ﹤0.01%
9,880
-5,280
1864
$520K ﹤0.01%
18,203
+302
1865
$519K ﹤0.01%
41,215
+7,342
1866
$517K ﹤0.01%
59,880
-258
1867
$517K ﹤0.01%
33,413
-6,512
1868
$516K ﹤0.01%
12,826
+1,438
1869
$513K ﹤0.01%
29,912
-563
1870
$513K ﹤0.01%
23,176
+89
1871
$513K ﹤0.01%
34,819
-44,319
1872
$512K ﹤0.01%
5,820
-884
1873
$511K ﹤0.01%
+36,680
1874
$509K ﹤0.01%
8,571
-76
1875
$509K ﹤0.01%
3,027
-553
73 74
75
76 77