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
2626
$486K ﹤0.01%
38,337
+1,461
2627
$485K ﹤0.01%
19,972
-505
2628
$484K ﹤0.01%
+15,288
2629
$484K ﹤0.01%
+19,168
2630
$483K ﹤0.01%
+138,515
2631
$483K ﹤0.01%
9,560
-19
2632
$482K ﹤0.01%
6,343
-60
2633
$480K ﹤0.01%
39,705
+2,103
2634
$480K ﹤0.01%
11,638
+6,289
2635
$480K ﹤0.01%
+558,400
2636
$480K ﹤0.01%
79,595
-65,191
2637
$480K ﹤0.01%
14,838
+329
2638
$479K ﹤0.01%
245,681
-33,002
2639
$478K ﹤0.01%
+10,212
2640
$476K ﹤0.01%
28,996
+11,997
2641
$475K ﹤0.01%
49,392
+1,500
2642
$474K ﹤0.01%
11,533
-11,591
2643
$474K ﹤0.01%
15,835
+642
2644
$474K ﹤0.01%
7,918
-20,503
2645
$473K ﹤0.01%
11,053
-14,517
2646
$473K ﹤0.01%
21,816
+8,176
2647
$472K ﹤0.01%
5,103
-1,974
2648
$471K ﹤0.01%
9,112
+3,025
2649
$471K ﹤0.01%
7,712
+527
2650
$470K ﹤0.01%
4,862
+98
104 105
106
107 108