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
2326
$214K ﹤0.01%
16,000
-1,500
2327
$214K ﹤0.01%
4,772
2328
$212K ﹤0.01%
+5,852
2329
$212K ﹤0.01%
7,745
-650
2330
$212K ﹤0.01%
4,704
-367
2331
$212K ﹤0.01%
15,315
-195
2332
$211K ﹤0.01%
+6,390
2333
$211K ﹤0.01%
+3,707
2334
$211K ﹤0.01%
7,730
-4,420
2335
$211K ﹤0.01%
84,927
+2,442
2336
$210K ﹤0.01%
22,422
-2,400
2337
$210K ﹤0.01%
+6,679
2338
$210K ﹤0.01%
+1,841
2339
$210K ﹤0.01%
13,771
+12
2340
$209K ﹤0.01%
16,050
-15,843
2341
$209K ﹤0.01%
1,744
-996
2342
$209K ﹤0.01%
+5,556
2343
$209K ﹤0.01%
2,812
-122
2344
$209K ﹤0.01%
+21,000
2345
$208K ﹤0.01%
3,400
-596
2346
$208K ﹤0.01%
21,196
+1,357
2347
$207K ﹤0.01%
+2,165
2348
$207K ﹤0.01%
5,944
-1,874
2349
$207K ﹤0.01%
28,605
+530
2350
$206K ﹤0.01%
3,916
+27
92 93
94
95 96