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
201
$31.1M 0.11%
612,952
+13,420
202
$30.8M 0.11%
492,467
-27,721
203
$30.8M 0.11%
1,101,438
-91,785
204
$30.6M 0.11%
165,673
-2,079
205
$30.1M 0.1%
632,728
+2,230
206
$30M 0.1%
522,254
-16,765
207
$30M 0.1%
274,319
-1,307
208
$29.8M 0.1%
646,914
+71,909
209
$29.6M 0.1%
660,554
-46,630
210
$29.6M 0.1%
902,106
-8,487
211
$29.6M 0.1%
1,631,850
-16,940
212
$29.3M 0.1%
457,677
+64,192
213
$29.1M 0.1%
235,727
-35,336
214
$28.9M 0.1%
760,741
-41,512
215
$28.9M 0.1%
194,985
-56,089
216
$28.9M 0.1%
374,234
-9,339
217
$28.3M 0.1%
178,464
-4,236
218
$28.2M 0.1%
1,544,737
+114,454
219
$28.1M 0.1%
583,725
+537,622
220
$28M 0.1%
331,006
+20,516
221
$27.9M 0.1%
280,204
+86,459
222
$27.9M 0.1%
1,124,792
+186,458
223
$27.8M 0.1%
577,918
+433,920
224
$27.6M 0.1%
231,114
+7,419
225
$27.1M 0.09%
750,878
-269,181
7 8
9
10 11