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
2426
$141K ﹤0.01%
11,760
-465
2427
$140K ﹤0.01%
12,140
+1,100
2428
$140K ﹤0.01%
10,000
2429
$140K ﹤0.01%
12,770
-1,126
2430
$139K ﹤0.01%
10,535
+16
2431
$138K ﹤0.01%
3,724
-211
2432
$137K ﹤0.01%
+12,616
2433
$137K ﹤0.01%
31,000
+20,500
2434
$136K ﹤0.01%
11,289
+46
2435
$136K ﹤0.01%
22,595
-1,975
2436
$135K ﹤0.01%
14,867
-400
2437
$132K ﹤0.01%
12,181
-340
2438
$125K ﹤0.01%
12,114
-3,013
2439
$125K ﹤0.01%
21,100
+1,000
2440
$123K ﹤0.01%
+1,166
2441
$123K ﹤0.01%
1,991
+245
2442
$122K ﹤0.01%
2,182
2443
$120K ﹤0.01%
2,909
-1,247
2444
$117K ﹤0.01%
48,769
2445
$116K ﹤0.01%
6,034
-6,703
2446
$116K ﹤0.01%
+315,204
2447
$115K ﹤0.01%
12,300
+800
2448
$112K ﹤0.01%
10,943
2449
$112K ﹤0.01%
13,153
-22,200
2450
$111K ﹤0.01%
+10,547
96 97
98
99 100