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
$87.8B
AUM Growth
+$8.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,471
New
Increased
Reduced
Closed

Top Buys

1
+$90.9M
2
+$79.9M
3
+$73M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$61.8M
5
ACN icon
Accenture
ACN
+$52.3M

Top Sells

1
+$91.8M
2
+$64.8M
3
+$59.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$54.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$50M

Sector Composition

1 Technology 18.9%
2 Industrials 10.33%
3 Healthcare 9.77%
4 Financials 8.47%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77M 0.09%
1,099,329
+116,062
227
$76.9M 0.09%
1,084,769
-41,251
228
$76.8M 0.09%
1,823,413
+208,331
229
$76.3M 0.09%
1,126,711
-151,588
230
$76.3M 0.09%
890,688
-3,570
231
$75.9M 0.09%
1,505,094
+7,110
232
$75.9M 0.09%
1,063,833
+866,128
233
$75.9M 0.09%
383,874
-4,921
234
$75.2M 0.09%
487,944
-305,129
235
$74.6M 0.08%
912,942
+92,071
236
$74.5M 0.08%
770,739
+29,861
237
$74.1M 0.08%
860,842
+57,963
238
$74M 0.08%
761,860
-5,850
239
$72.8M 0.08%
2,091,538
+522,254
240
$72.6M 0.08%
352,591
+21,407
241
$72.1M 0.08%
1,847,098
-8,032
242
$71.6M 0.08%
272,583
-90,449
243
$70.9M 0.08%
933,400
+2,821
244
$70.9M 0.08%
2,636,616
-29,052
245
$70.3M 0.08%
241,428
-7,291
246
$69.8M 0.08%
427,021
-18,788
247
$69.7M 0.08%
3,961,836
+395,285
248
$66.7M 0.08%
1,586,838
-98,581
249
$66.6M 0.08%
92,350
-5,517
250
$66.6M 0.08%
264,525
-12,281
8 9
10
11 12