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
2651
$468K ﹤0.01%
47,791
+1,425
2652
$468K ﹤0.01%
9,944
+370
2653
$466K ﹤0.01%
+27,148
2654
$466K ﹤0.01%
20,741
2655
$465K ﹤0.01%
16,596
+366
2656
$465K ﹤0.01%
50,942
+2,292
2657
$464K ﹤0.01%
7,487
-244
2658
$464K ﹤0.01%
28,669
+10,317
2659
$463K ﹤0.01%
+5,781
2660
$462K ﹤0.01%
51,550
-1,166
2661
$460K ﹤0.01%
3,388
2662
$460K ﹤0.01%
69,553
+15,420
2663
$459K ﹤0.01%
5,976
2664
$459K ﹤0.01%
26,393
-255
2665
$459K ﹤0.01%
50,810
2666
$457K ﹤0.01%
45,426
-4,136
2667
$456K ﹤0.01%
172,165
+22,625
2668
$456K ﹤0.01%
4,888
+69
2669
$455K ﹤0.01%
12,359
-279
2670
$455K ﹤0.01%
+9,126
2671
$454K ﹤0.01%
5,749
-10,132
2672
$453K ﹤0.01%
17,895
-834
2673
$452K ﹤0.01%
4,120
-1,729
2674
$451K ﹤0.01%
+17,718
2675
$451K ﹤0.01%
588
+9
105 106
107
108 109