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
2201
$272K ﹤0.01%
2,552
+259
2202
$271K ﹤0.01%
29,771
+50
2203
$269K ﹤0.01%
6,714
-75
2204
$269K ﹤0.01%
+6,472
2205
$269K ﹤0.01%
6,340
-1,871
2206
$268K ﹤0.01%
+14,841
2207
$268K ﹤0.01%
+13,330
2208
$268K ﹤0.01%
+4,964
2209
$267K ﹤0.01%
13,025
-3,895
2210
$267K ﹤0.01%
6,964
+1,093
2211
$267K ﹤0.01%
12,500
-771
2212
$266K ﹤0.01%
13,798
+2,065
2213
$266K ﹤0.01%
15,446
-730
2214
$265K ﹤0.01%
7,139
-159
2215
$265K ﹤0.01%
5,303
+953
2216
$265K ﹤0.01%
20,884
-27,083
2217
$264K ﹤0.01%
11,872
2218
$264K ﹤0.01%
+4,692
2219
$263K ﹤0.01%
+6,937
2220
$263K ﹤0.01%
+10,200
2221
$262K ﹤0.01%
+43,000
2222
$262K ﹤0.01%
14,252
-4,436
2223
$262K ﹤0.01%
5,209
-1,357
2224
$261K ﹤0.01%
10,335
-566
2225
$260K ﹤0.01%
7,588
-1,851
87 88
89
90 91