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
2076
$353K ﹤0.01%
13,616
+2,457
2077
$353K ﹤0.01%
+9,367
2078
$353K ﹤0.01%
9,724
+2,323
2079
$353K ﹤0.01%
30,223
-4,889
2080
$352K ﹤0.01%
5,165
-1,100
2081
$352K ﹤0.01%
1,173
-303
2082
$352K ﹤0.01%
7,996
+2,850
2083
$350K ﹤0.01%
+10,130
2084
$350K ﹤0.01%
+21,000
2085
$349K ﹤0.01%
+6,703
2086
$349K ﹤0.01%
11,790
+4,110
2087
$346K ﹤0.01%
8,214
-348
2088
$346K ﹤0.01%
19,002
+1,839
2089
$345K ﹤0.01%
9,996
-974
2090
$345K ﹤0.01%
374
-2
2091
$345K ﹤0.01%
4,994
+452
2092
$344K ﹤0.01%
39,288
+500
2093
$342K ﹤0.01%
4,525
-547
2094
$340K ﹤0.01%
13,376
-2,208
2095
$340K ﹤0.01%
51,278
+4,200
2096
$339K ﹤0.01%
36,365
+2,241
2097
$339K ﹤0.01%
12,025
+850
2098
$337K ﹤0.01%
17,997
+5,074
2099
$337K ﹤0.01%
27,875
+8,638
2100
$337K ﹤0.01%
15,782
82 83
84
85 86