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
2226
$260K ﹤0.01%
2,250
2227
$260K ﹤0.01%
12,864
+2,143
2228
$259K ﹤0.01%
10,093
-412
2229
$257K ﹤0.01%
1,214
-319
2230
$257K ﹤0.01%
12,834
+1,284
2231
$257K ﹤0.01%
5,620
2232
$256K ﹤0.01%
11,432
+281
2233
$255K ﹤0.01%
+3,782
2234
$254K ﹤0.01%
6,929
-1,851
2235
$254K ﹤0.01%
25,983
-2,107
2236
$254K ﹤0.01%
+10,115
2237
$254K ﹤0.01%
+8,211
2238
$253K ﹤0.01%
22,281
+4,167
2239
$252K ﹤0.01%
6,774
-884
2240
$252K ﹤0.01%
+3,076
2241
$251K ﹤0.01%
8,191
+691
2242
$251K ﹤0.01%
6,605
-11,375
2243
$250K ﹤0.01%
19,142
-2,427
2244
$250K ﹤0.01%
+12,496
2245
$250K ﹤0.01%
4,792
+268
2246
$249K ﹤0.01%
+6,744
2247
$249K ﹤0.01%
+6,737
2248
$249K ﹤0.01%
5,287
-165
2249
$247K ﹤0.01%
4,057
-65
2250
$247K ﹤0.01%
4,410
88 89
90
91 92