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
2176
$285K ﹤0.01%
25,171
-402
2177
$284K ﹤0.01%
+6,196
2178
$283K ﹤0.01%
12,596
+359
2179
$283K ﹤0.01%
20,781
-23,050
2180
$282K ﹤0.01%
+6,125
2181
$282K ﹤0.01%
2,529
-247
2182
$282K ﹤0.01%
+19,500
2183
$280K ﹤0.01%
+3,246
2184
$280K ﹤0.01%
25,153
-1,670
2185
$279K ﹤0.01%
7,373
-225
2186
$279K ﹤0.01%
4,807
-229,257
2187
$279K ﹤0.01%
2,165
-146
2188
$278K ﹤0.01%
+14,850
2189
$278K ﹤0.01%
4,660
2190
$278K ﹤0.01%
+6,000
2191
$277K ﹤0.01%
+8,111
2192
$277K ﹤0.01%
5,489
+588
2193
$276K ﹤0.01%
15,346
-4,698
2194
$276K ﹤0.01%
2,625
+39
2195
$276K ﹤0.01%
9,580
-2,954
2196
$275K ﹤0.01%
12,963
-267
2197
$275K ﹤0.01%
+12,280
2198
$275K ﹤0.01%
8,923
-98
2199
$273K ﹤0.01%
11,466
-748
2200
$272K ﹤0.01%
11,307
-758
86 87
88
89 90