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
2276
$236K ﹤0.01%
5,880
-130
2277
$235K ﹤0.01%
+5,237
2278
$235K ﹤0.01%
14,850
+750
2279
$235K ﹤0.01%
+18,961
2280
$234K ﹤0.01%
6,140
2281
$234K ﹤0.01%
17,414
-2,144
2282
$233K ﹤0.01%
34,981
+278
2283
$233K ﹤0.01%
2,183
-404
2284
$233K ﹤0.01%
4,674
-3,000
2285
$232K ﹤0.01%
12,737
+1,053
2286
$232K ﹤0.01%
2,701
+1
2287
$231K ﹤0.01%
+9,282
2288
$231K ﹤0.01%
4,388
-108
2289
$231K ﹤0.01%
2,250
+100
2290
$231K ﹤0.01%
+7,419
2291
$230K ﹤0.01%
16,839
+594
2292
$229K ﹤0.01%
4,196
-247
2293
$227K ﹤0.01%
6,182
-4,743
2294
$227K ﹤0.01%
+3,408
2295
$227K ﹤0.01%
+5,417
2296
$226K ﹤0.01%
12,428
-24,465
2297
$226K ﹤0.01%
+5,046
2298
$226K ﹤0.01%
15,078
+25
2299
$225K ﹤0.01%
2,561
+36
2300
$225K ﹤0.01%
+2,352
90 91
92
93 94