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
176
$38.5M 0.13%
321,323
+18,036
177
$38.4M 0.13%
463,754
+26,636
178
$37.6M 0.13%
464,027
-9,195
179
$37.3M 0.13%
434,968
-18,685
180
$36.9M 0.13%
728,276
-6,090
181
$35.9M 0.12%
247,092
+30,223
182
$35.6M 0.12%
788,971
+20,706
183
$35.2M 0.12%
873,816
-14,977
184
$34.6M 0.12%
897,835
+11,226
185
$34.5M 0.12%
266,505
+30,466
186
$34.4M 0.12%
684,291
-27,719
187
$34.4M 0.12%
543,588
-43,450
188
$34.2M 0.12%
439,132
-36,199
189
$34.1M 0.12%
865,082
-68,855
190
$33.4M 0.12%
594,283
+324,926
191
$33.2M 0.12%
482,844
+258,851
192
$33.2M 0.12%
399,324
+67,891
193
$33M 0.11%
996,823
+80,705
194
$32.9M 0.11%
293,065
+17,628
195
$32.6M 0.11%
447,714
+43,611
196
$32.4M 0.11%
495,127
-16,911
197
$32M 0.11%
292,848
-54,739
198
$31.6M 0.11%
334,312
+2,677
199
$31.6M 0.11%
1,107,705
+6,939
200
$31.2M 0.11%
325,240
-3,662
6 7
8
9 10