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
2051
$373K ﹤0.01%
27,364
+2,000
2052
$372K ﹤0.01%
3,205
+256
2053
$372K ﹤0.01%
16,000
2054
$370K ﹤0.01%
6,036
-3,398
2055
$370K ﹤0.01%
22,020
-808
2056
$370K ﹤0.01%
250
-44
2057
$369K ﹤0.01%
4,613
-14,405
2058
$368K ﹤0.01%
13,310
+723
2059
$366K ﹤0.01%
15,580
+2,103
2060
$365K ﹤0.01%
36,928
2061
$365K ﹤0.01%
+4,139
2062
$365K ﹤0.01%
+5,299
2063
$363K ﹤0.01%
7,095
-140
2064
$362K ﹤0.01%
+25,684
2065
$361K ﹤0.01%
10,907
+1,601
2066
$360K ﹤0.01%
6,978
-84
2067
$360K ﹤0.01%
25,175
-7,822
2068
$360K ﹤0.01%
20,450
+700
2069
$360K ﹤0.01%
22,410
-1,715
2070
$358K ﹤0.01%
+3,565
2071
$358K ﹤0.01%
3,910
+143
2072
$357K ﹤0.01%
11,329
-698
2073
$355K ﹤0.01%
5,038
-396
2074
$355K ﹤0.01%
26,015
-44,955
2075
$354K ﹤0.01%
19,082
+684
81 82
83
84 85