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
1951
$445K ﹤0.01%
8,643
+3,009
1952
$445K ﹤0.01%
22,507
-283,402
1953
$444K ﹤0.01%
+17,000
1954
$444K ﹤0.01%
3,002
-9
1955
$444K ﹤0.01%
7,984
+490
1956
$443K ﹤0.01%
8,346
-3,052
1957
$441K ﹤0.01%
3,599
+1,244
1958
$439K ﹤0.01%
5,007
+181
1959
$439K ﹤0.01%
68,615
-19,536
1960
$438K ﹤0.01%
11,957
-675
1961
$438K ﹤0.01%
22,453
-18,830
1962
$438K ﹤0.01%
14,675
-17,635
1963
$437K ﹤0.01%
+15,695
1964
$434K ﹤0.01%
9,217
+1,894
1965
$434K ﹤0.01%
13,585
1966
$434K ﹤0.01%
8,128
-1,095
1967
$434K ﹤0.01%
11,183
-771
1968
$433K ﹤0.01%
9,952
+1,388
1969
$432K ﹤0.01%
+5,629
1970
$431K ﹤0.01%
5,932
+205
1971
$431K ﹤0.01%
17,480
+330
1972
$431K ﹤0.01%
8,082
-954
1973
$428K ﹤0.01%
11,649
-159
1974
$428K ﹤0.01%
8,170
+170
1975
$427K ﹤0.01%
35,000
77 78
79
80 81