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
1926
$463K ﹤0.01%
14,309
+862
1927
$462K ﹤0.01%
13,121
-51
1928
$462K ﹤0.01%
34,593
1929
$461K ﹤0.01%
15,627
-820
1930
$459K ﹤0.01%
24,044
-41,318
1931
$459K ﹤0.01%
9,466
-1,145
1932
$458K ﹤0.01%
15,334
-4,503
1933
$457K ﹤0.01%
5,193
-70
1934
$456K ﹤0.01%
9,092
-3,342
1935
$455K ﹤0.01%
13,128
-242,323
1936
$455K ﹤0.01%
7,398
+884
1937
$455K ﹤0.01%
8,000
-203
1938
$454K ﹤0.01%
15,605
+150
1939
$454K ﹤0.01%
17,248
+125
1940
$454K ﹤0.01%
14,767
-380
1941
$454K ﹤0.01%
5,264
+240
1942
$453K ﹤0.01%
10,098
-837
1943
$453K ﹤0.01%
17,779
-2,650
1944
$452K ﹤0.01%
21,038
+8,276
1945
$451K ﹤0.01%
13,466
-2,247
1946
$450K ﹤0.01%
+650
1947
$449K ﹤0.01%
+32,270
1948
$448K ﹤0.01%
3,067
+562
1949
$448K ﹤0.01%
8,929
+160
1950
$446K ﹤0.01%
16,369
-2,990
76 77
78
79 80