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
1901
$482K ﹤0.01%
3,334
-1,382
1902
$481K ﹤0.01%
16,328
-339
1903
$481K ﹤0.01%
7,621
+1,086
1904
$480K ﹤0.01%
7,879
+148
1905
$479K ﹤0.01%
6,980
+614
1906
$479K ﹤0.01%
6,850
-166
1907
$478K ﹤0.01%
14,000
1908
$474K ﹤0.01%
21,997
-5,219
1909
$474K ﹤0.01%
40,914
+2,453
1910
$474K ﹤0.01%
27,781
-7,727
1911
$473K ﹤0.01%
75,361
+62,750
1912
$473K ﹤0.01%
23,774
+7,408
1913
$472K ﹤0.01%
2,413
+1
1914
$471K ﹤0.01%
37,261
+1,108
1915
$470K ﹤0.01%
5,048
-876
1916
$469K ﹤0.01%
+25,081
1917
$469K ﹤0.01%
+24,300
1918
$468K ﹤0.01%
5,791
+1,274
1919
$468K ﹤0.01%
+13,597
1920
$468K ﹤0.01%
+15,374
1921
$468K ﹤0.01%
+13,054
1922
$466K ﹤0.01%
7,101
-54
1923
$466K ﹤0.01%
44,555
+2,053
1924
$465K ﹤0.01%
8,636
1925
$464K ﹤0.01%
17,351
+6
75 76
77
78 79