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
2501
$600K ﹤0.01%
12,268
+7,606
2502
$597K ﹤0.01%
68,401
+20,980
2503
$597K ﹤0.01%
53,783
-1,773
2504
$595K ﹤0.01%
26,589
-165
2505
$594K ﹤0.01%
11,642
-478
2506
$594K ﹤0.01%
10,426
-2,163
2507
$593K ﹤0.01%
20,355
+3,758
2508
$593K ﹤0.01%
47,535
+11,060
2509
$591K ﹤0.01%
17,283
+1
2510
$588K ﹤0.01%
6,377
-277
2511
$588K ﹤0.01%
+91,593
2512
$587K ﹤0.01%
64,738
-626
2513
$584K ﹤0.01%
7,329
-6,207
2514
$583K ﹤0.01%
24,598
-110,696
2515
$583K ﹤0.01%
92,314
+7,517
2516
$583K ﹤0.01%
12,522
+1,254
2517
$582K ﹤0.01%
7,957
+771
2518
$582K ﹤0.01%
2,981
+114
2519
$581K ﹤0.01%
59,625
+13,000
2520
$580K ﹤0.01%
105,094
+7,340
2521
$580K ﹤0.01%
13,368
+1,330
2522
$580K ﹤0.01%
13,192
+165
2523
$577K ﹤0.01%
2,632
-7,325
2524
$577K ﹤0.01%
59,766
-1,266
2525
$577K ﹤0.01%
85,417
+2,348
99 100
101
102 103