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
2526
$574K ﹤0.01%
87,038
+253
2527
$574K ﹤0.01%
14,746
-1,887
2528
$574K ﹤0.01%
39,742
-14,051
2529
$573K ﹤0.01%
16,636
-98
2530
$572K ﹤0.01%
29,696
-5,600
2531
$572K ﹤0.01%
9,588
+1,286
2532
$572K ﹤0.01%
22,507
-1,662
2533
$572K ﹤0.01%
51,014
+14,560
2534
$564K ﹤0.01%
19,510
+10,098
2535
$564K ﹤0.01%
37,343
-25,134
2536
$563K ﹤0.01%
5,350
-2,201
2537
$561K ﹤0.01%
29,937
-16,068
2538
$560K ﹤0.01%
7,124
+107
2539
$559K ﹤0.01%
4,834
-592
2540
$558K ﹤0.01%
+18,788
2541
$556K ﹤0.01%
22,018
+1,173
2542
$556K ﹤0.01%
24,525
-691
2543
$554K ﹤0.01%
53,010
+432
2544
$553K ﹤0.01%
58,555
+9,185
2545
$552K ﹤0.01%
+67,603
2546
$552K ﹤0.01%
35,521
+554
2547
$552K ﹤0.01%
25,927
+7,088
2548
$551K ﹤0.01%
+23,968
2549
$551K ﹤0.01%
+18,932
2550
$550K ﹤0.01%
34,903
+3
100 101
102
103 104