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
2151
$296K ﹤0.01%
17,550
+1,258
2152
$296K ﹤0.01%
22,524
+150
2153
$296K ﹤0.01%
23,300
2154
$296K ﹤0.01%
5,830
2155
$296K ﹤0.01%
31,910
+12,992
2156
$295K ﹤0.01%
10,428
+2,803
2157
$295K ﹤0.01%
1,702
-382
2158
$295K ﹤0.01%
24,493
+200
2159
$293K ﹤0.01%
29,426
+6,626
2160
$293K ﹤0.01%
12,701
-5,133
2161
$292K ﹤0.01%
12,882
-23,344
2162
$292K ﹤0.01%
7,500
-33
2163
$291K ﹤0.01%
16,898
-1,547
2164
$291K ﹤0.01%
38,470
-3,964
2165
$290K ﹤0.01%
18,740
2166
$289K ﹤0.01%
3,823
-338
2167
$289K ﹤0.01%
9,631
+248
2168
$288K ﹤0.01%
39,965
+1,500
2169
$288K ﹤0.01%
3,502
+1,044
2170
$287K ﹤0.01%
8,625
+710
2171
$287K ﹤0.01%
1,729
+447
2172
$286K ﹤0.01%
20,743
-3,610
2173
$286K ﹤0.01%
15,279
-2,057
2174
$286K ﹤0.01%
5,953
2175
$286K ﹤0.01%
11,585
+1,690
85 86
87
88 89