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
2451
$111K ﹤0.01%
10,278
-135
2452
$110K ﹤0.01%
16,087
+3,000
2453
$109K ﹤0.01%
3,361
+160
2454
$108K ﹤0.01%
+10,237
2455
$107K ﹤0.01%
11,102
2456
$105K ﹤0.01%
11,362
-2,143
2457
$104K ﹤0.01%
16,959
+1,981
2458
$102K ﹤0.01%
23,711
+7,511
2459
$101K ﹤0.01%
4,095
+669
2460
$101K ﹤0.01%
+10,000
2461
$99K ﹤0.01%
11,354
-1,534
2462
$97K ﹤0.01%
154
2463
$96K ﹤0.01%
+15,823
2464
$93K ﹤0.01%
1,526
2465
$93K ﹤0.01%
15,462
-5,736
2466
$90K ﹤0.01%
15,355
2467
$88K ﹤0.01%
10,241
-706
2468
$88K ﹤0.01%
100,000
+37,500
2469
$87K ﹤0.01%
14,300
2470
$84K ﹤0.01%
10,282
2471
$84K ﹤0.01%
+10,000
2472
$82K ﹤0.01%
22,725
+1,625
2473
$80K ﹤0.01%
+11,719
2474
$80K ﹤0.01%
+20,900
2475
$79K ﹤0.01%
20,000
97 98
99
100 101