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
1976
$427K ﹤0.01%
+11,409
1977
$426K ﹤0.01%
10,694
1978
$424K ﹤0.01%
19,639
-209,826
1979
$423K ﹤0.01%
14,375
-585
1980
$423K ﹤0.01%
18,433
-973
1981
$422K ﹤0.01%
19,750
+5,530
1982
$422K ﹤0.01%
10,305
+2,090
1983
$422K ﹤0.01%
34,268
+4,516
1984
$422K ﹤0.01%
34,184
+1,684
1985
$421K ﹤0.01%
29,652
-145
1986
$421K ﹤0.01%
14,500
+4,500
1987
$420K ﹤0.01%
13,819
-262
1988
$420K ﹤0.01%
5,705
-392
1989
$420K ﹤0.01%
38,400
1990
$420K ﹤0.01%
7,629
+3,049
1991
$419K ﹤0.01%
11,273
-37
1992
$418K ﹤0.01%
10,009
-217
1993
$418K ﹤0.01%
12,225
-27,442
1994
$417K ﹤0.01%
5,362
+96
1995
$416K ﹤0.01%
+24,808
1996
$416K ﹤0.01%
+13,348
1997
$416K ﹤0.01%
42,149
+2,650
1998
$416K ﹤0.01%
7,976
+466
1999
$416K ﹤0.01%
3,927
-337
2000
$415K ﹤0.01%
+19,500
78 79
80
81 82