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
2101
$336K ﹤0.01%
11,062
-918
2102
$335K ﹤0.01%
9,196
-845
2103
$333K ﹤0.01%
7,808
+46
2104
$333K ﹤0.01%
4,505
+126
2105
$332K ﹤0.01%
22,596
+706
2106
$329K ﹤0.01%
+7,953
2107
$329K ﹤0.01%
+8,881
2108
$329K ﹤0.01%
20,000
2109
$328K ﹤0.01%
11,344
-3,594
2110
$328K ﹤0.01%
24,949
+389
2111
$328K ﹤0.01%
7,938
-7,913
2112
$327K ﹤0.01%
10,630
2113
$327K ﹤0.01%
32,306
+9
2114
$326K ﹤0.01%
25,094
+1,000
2115
$326K ﹤0.01%
8,482
-12,281
2116
$325K ﹤0.01%
37,236
-455
2117
$324K ﹤0.01%
6,490
2118
$323K ﹤0.01%
33,057
-16,432
2119
$321K ﹤0.01%
+18,330
2120
$321K ﹤0.01%
+12,169
2121
$319K ﹤0.01%
5,263
+645
2122
$319K ﹤0.01%
10,332
+2,216
2123
$317K ﹤0.01%
+3,969
2124
$317K ﹤0.01%
15,776
-1,225
2125
$315K ﹤0.01%
5,626
-50
83 84
85
86 87