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
2576
$531K ﹤0.01%
36,095
-7,184
2577
$531K ﹤0.01%
72,681
-26,157
2578
$530K ﹤0.01%
16,010
+1,416
2579
$528K ﹤0.01%
+30,210
2580
$528K ﹤0.01%
13,728
+505
2581
$527K ﹤0.01%
21,180
+6,483
2582
$526K ﹤0.01%
18,121
-743
2583
$525K ﹤0.01%
9,185
+4,196
2584
$522K ﹤0.01%
8,128
-3,619
2585
$520K ﹤0.01%
+34,347
2586
$519K ﹤0.01%
10,416
+1,963
2587
$518K ﹤0.01%
16,432
+63
2588
$517K ﹤0.01%
31,775
-9,974
2589
$517K ﹤0.01%
5,215
+2,894
2590
$515K ﹤0.01%
27,022
-14,892
2591
$513K ﹤0.01%
+28,703
2592
$513K ﹤0.01%
46,556
+398
2593
$513K ﹤0.01%
30,972
-2,535
2594
$512K ﹤0.01%
+10,475
2595
$512K ﹤0.01%
81,405
-4,907
2596
$511K ﹤0.01%
8,406
+608
2597
$510K ﹤0.01%
20,812
-1,808
2598
$508K ﹤0.01%
8,163
+3
2599
$508K ﹤0.01%
3,527
+8
2600
$506K ﹤0.01%
48,353
+3,309
102 103
104
105 106