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
2301
$224K ﹤0.01%
+8,250
2302
$224K ﹤0.01%
4,714
+176
2303
$223K ﹤0.01%
4,617
2304
$223K ﹤0.01%
+3,320
2305
$222K ﹤0.01%
47,490
+2,000
2306
$222K ﹤0.01%
5,135
-830
2307
$222K ﹤0.01%
+9,102
2308
$222K ﹤0.01%
+5,550
2309
$221K ﹤0.01%
9,725
-851
2310
$221K ﹤0.01%
18,983
-9,205
2311
$221K ﹤0.01%
+7,138
2312
$221K ﹤0.01%
+7,200
2313
$220K ﹤0.01%
14,300
-500
2314
$220K ﹤0.01%
+5,367
2315
$220K ﹤0.01%
5,506
-268,756
2316
$219K ﹤0.01%
14,351
2317
$219K ﹤0.01%
18,186
-3,103
2318
$218K ﹤0.01%
+4,583
2319
$218K ﹤0.01%
30,747
-5,700
2320
$217K ﹤0.01%
9,960
-1,928
2321
$216K ﹤0.01%
+9,400
2322
$216K ﹤0.01%
+4,521
2323
$215K ﹤0.01%
+9,623
2324
$215K ﹤0.01%
2,462
+296
2325
$214K ﹤0.01%
2,748
-262
91 92
93
94 95