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
1876
$509K ﹤0.01%
107,905
+21,990
1877
$508K ﹤0.01%
26,637
+3,128
1878
$507K ﹤0.01%
33,015
+5,285
1879
$507K ﹤0.01%
24,118
+49
1880
$505K ﹤0.01%
19,020
-9,925
1881
$504K ﹤0.01%
76,598
+5,684
1882
$504K ﹤0.01%
39,003
-4,607
1883
$503K ﹤0.01%
6,264
-21
1884
$503K ﹤0.01%
10,853
+2,241
1885
$503K ﹤0.01%
24,387
+2,287
1886
$503K ﹤0.01%
56,377
-69,234
1887
$499K ﹤0.01%
13,604
+126
1888
$498K ﹤0.01%
4,508
-3,650
1889
$496K ﹤0.01%
17,400
-636
1890
$496K ﹤0.01%
17,440
+509
1891
$493K ﹤0.01%
11,625
+822
1892
$490K ﹤0.01%
9,084
+1,813
1893
$489K ﹤0.01%
+13,999
1894
$489K ﹤0.01%
27,300
-2,177
1895
$488K ﹤0.01%
103,452
+680
1896
$488K ﹤0.01%
36,950
+24,000
1897
$486K ﹤0.01%
37,531
+11,900
1898
$485K ﹤0.01%
9,848
+803
1899
$484K ﹤0.01%
10,768
1900
$482K ﹤0.01%
28,115
+1,815
74 75
76
77 78