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
2126
$314K ﹤0.01%
5,655
-1
2127
$313K ﹤0.01%
+13,100
2128
$313K ﹤0.01%
21,344
-21,856
2129
$313K ﹤0.01%
11,940
+1,622
2130
$312K ﹤0.01%
23,798
+943
2131
$311K ﹤0.01%
13,050
2132
$310K ﹤0.01%
21,665
+1,068
2133
$310K ﹤0.01%
6,330
+1,619
2134
$310K ﹤0.01%
10,620
2135
$309K ﹤0.01%
10,707
-1,145
2136
$309K ﹤0.01%
12,868
-9,850
2137
$307K ﹤0.01%
51,316
+981
2138
$306K ﹤0.01%
7,559
-288
2139
$304K ﹤0.01%
3,789
2140
$304K ﹤0.01%
3,216
-80
2141
$304K ﹤0.01%
+7,089
2142
$304K ﹤0.01%
12,597
-2,586
2143
$302K ﹤0.01%
+3,829
2144
$300K ﹤0.01%
+11,165
2145
$299K ﹤0.01%
15,754
+140
2146
$299K ﹤0.01%
10,540
2147
$298K ﹤0.01%
11,203
-158
2148
$298K ﹤0.01%
83,818
+9,982
2149
$297K ﹤0.01%
+13,863
2150
$297K ﹤0.01%
26,762
-10,463
84 85
86
87 88