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
2476
$625K ﹤0.01%
+23,003
2477
$624K ﹤0.01%
13,366
+872
2478
$623K ﹤0.01%
15,897
-881
2479
$621K ﹤0.01%
6,850
-6,635
2480
$620K ﹤0.01%
7,192
+103
2481
$619K ﹤0.01%
51,206
-57
2482
$619K ﹤0.01%
+3,941
2483
$617K ﹤0.01%
31,781
-399
2484
$616K ﹤0.01%
144,000
+69,450
2485
$616K ﹤0.01%
19,209
-83,320
2486
$615K ﹤0.01%
14,653
+127
2487
$615K ﹤0.01%
85,979
-9,792
2488
$614K ﹤0.01%
10,061
-1,064
2489
$613K ﹤0.01%
31,330
+5,403
2490
$613K ﹤0.01%
13,335
-26,224
2491
$611K ﹤0.01%
8,261
-2,668
2492
$609K ﹤0.01%
5,655
-613
2493
$609K ﹤0.01%
7,410
+4
2494
$607K ﹤0.01%
13,269
+597
2495
$607K ﹤0.01%
44,812
+23,957
2496
$605K ﹤0.01%
6,654
+1,700
2497
$605K ﹤0.01%
23,120
+191
2498
$604K ﹤0.01%
13,379
+862
2499
$604K ﹤0.01%
4,121
+3
2500
$603K ﹤0.01%
27,218
-8,286
98 99
100
101 102