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
2551
$549K ﹤0.01%
24,199
-23,730
2552
$548K ﹤0.01%
10,050
-1,275
2553
$548K ﹤0.01%
5,618
-418
2554
$547K ﹤0.01%
9,606
-11,206
2555
$547K ﹤0.01%
29,485
-11,007
2556
$547K ﹤0.01%
22,786
-5,634
2557
$545K ﹤0.01%
15,565
+1,632
2558
$544K ﹤0.01%
39,500
-15,610
2559
$544K ﹤0.01%
4,541
-20,769
2560
$543K ﹤0.01%
9,127
+545
2561
$542K ﹤0.01%
2,969
+31
2562
$541K ﹤0.01%
39,871
-11,657
2563
$541K ﹤0.01%
29,155
-8,384
2564
$540K ﹤0.01%
20,046
+709
2565
$540K ﹤0.01%
16,629
-105
2566
$540K ﹤0.01%
38,245
+3,387
2567
$539K ﹤0.01%
8,902
-1,970
2568
$539K ﹤0.01%
43,323
+5,712
2569
$539K ﹤0.01%
12,785
-1,443
2570
$537K ﹤0.01%
40,569
-18,177
2571
$536K ﹤0.01%
9,932
+583
2572
$535K ﹤0.01%
4,846
+351
2573
$535K ﹤0.01%
18,778
+3,120
2574
$534K ﹤0.01%
25,903
-45,887
2575
$533K ﹤0.01%
26,070
-3,908
101 102
103
104 105