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
2376
$198K ﹤0.01%
12,506
+1,504
2377
$198K ﹤0.01%
14,029
+8
2378
$197K ﹤0.01%
5,882
-2,541
2379
$196K ﹤0.01%
28,742
+4,191
2380
$196K ﹤0.01%
+10,110
2381
$196K ﹤0.01%
2,315
+823
2382
$196K ﹤0.01%
+10,729
2383
$195K ﹤0.01%
45,770
-285
2384
$194K ﹤0.01%
13,779
+3,170
2385
$194K ﹤0.01%
+10,856
2386
$194K ﹤0.01%
25,700
-2,000
2387
$191K ﹤0.01%
14,105
-84,685
2388
$189K ﹤0.01%
11,460
-274
2389
$188K ﹤0.01%
25,563
2390
$187K ﹤0.01%
10,598
-5,035
2391
$186K ﹤0.01%
16,733
-1,000
2392
$186K ﹤0.01%
+30,600
2393
$184K ﹤0.01%
112
-9
2394
$180K ﹤0.01%
+11,891
2395
$179K ﹤0.01%
15,042
+4,283
2396
$179K ﹤0.01%
13,469
-770
2397
$176K ﹤0.01%
41,000
2398
$176K ﹤0.01%
20,212
+320
2399
$175K ﹤0.01%
+11,000
2400
$175K ﹤0.01%
+11,208
94 95
96
97 98