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
2251
$247K ﹤0.01%
+13,038
2252
$246K ﹤0.01%
+4,029
2253
$246K ﹤0.01%
2,459
-557
2254
$246K ﹤0.01%
11,480
+416
2255
$245K ﹤0.01%
+7,011
2256
$244K ﹤0.01%
9,839
-589
2257
$244K ﹤0.01%
7,149
+43
2258
$243K ﹤0.01%
16,315
-489
2259
$243K ﹤0.01%
5,514
2260
$243K ﹤0.01%
+3,246
2261
$243K ﹤0.01%
4,630
+399
2262
$242K ﹤0.01%
23,102
-52,130
2263
$242K ﹤0.01%
8,000
2264
$242K ﹤0.01%
9,429
2265
$242K ﹤0.01%
2,164
-467
2266
$241K ﹤0.01%
6,054
-6
2267
$240K ﹤0.01%
18,371
+538
2268
$239K ﹤0.01%
2,511
+11
2269
$239K ﹤0.01%
18,625
+439
2270
$239K ﹤0.01%
14,142
-750
2271
$239K ﹤0.01%
+2,175
2272
$239K ﹤0.01%
8,214
2273
$237K ﹤0.01%
13,397
-600
2274
$237K ﹤0.01%
444
2275
$236K ﹤0.01%
13,277
+775
89 90
91
92 93