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
2351
$206K ﹤0.01%
7,637
-2,140
2352
$206K ﹤0.01%
+3,604
2353
$206K ﹤0.01%
3,240
2354
$206K ﹤0.01%
+4,900
2355
$204K ﹤0.01%
14,532
2356
$204K ﹤0.01%
+7,818
2357
$204K ﹤0.01%
+1,528
2358
$204K ﹤0.01%
9,754
+2,592
2359
$203K ﹤0.01%
+4,717
2360
$203K ﹤0.01%
+5,164
2361
$203K ﹤0.01%
15,700
+2,900
2362
$202K ﹤0.01%
+10,736
2363
$202K ﹤0.01%
32,783
+1,702
2364
$202K ﹤0.01%
+1,795
2365
$202K ﹤0.01%
6,090
-501
2366
$202K ﹤0.01%
6,522
-1,092
2367
$201K ﹤0.01%
4,219
2368
$201K ﹤0.01%
+7,564
2369
$201K ﹤0.01%
5,028
-2,936
2370
$200K ﹤0.01%
+5,235
2371
$200K ﹤0.01%
12,700
2372
$200K ﹤0.01%
+7,467
2373
$199K ﹤0.01%
13,244
2374
$199K ﹤0.01%
14,497
+567
2375
$199K ﹤0.01%
10,700
+700
93 94
95
96 97