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
2401
$172K ﹤0.01%
15,697
+5
2402
$171K ﹤0.01%
13,814
+1,267
2403
$168K ﹤0.01%
+10,400
2404
$168K ﹤0.01%
16,527
+1,207
2405
$168K ﹤0.01%
+86,300
2406
$168K ﹤0.01%
44,108
+19,868
2407
$167K ﹤0.01%
20,463
+3,030
2408
$165K ﹤0.01%
+10,139
2409
$162K ﹤0.01%
18,167
+5,124
2410
$161K ﹤0.01%
21,919
+1,141
2411
$160K ﹤0.01%
10,989
-30
2412
$159K ﹤0.01%
15,625
+3,625
2413
$158K ﹤0.01%
21,091
+100
2414
$158K ﹤0.01%
10,117
-515
2415
$156K ﹤0.01%
17,646
+3,536
2416
$155K ﹤0.01%
27,501
-1,977
2417
$153K ﹤0.01%
19,752
+782
2418
$153K ﹤0.01%
12,981
-3,500
2419
$152K ﹤0.01%
36,500
-19,500
2420
$149K ﹤0.01%
1,248
-468
2421
$146K ﹤0.01%
10,449
-2,419
2422
$144K ﹤0.01%
+11,308
2423
$143K ﹤0.01%
+10,023
2424
$143K ﹤0.01%
5,020
-332
2425
$143K ﹤0.01%
+10,508
95 96
97
98 99