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
2676
$450K ﹤0.01%
18,622
-968
2677
$449K ﹤0.01%
15,785
-436
2678
$449K ﹤0.01%
3,039
-64
2679
$449K ﹤0.01%
+20,003
2680
$449K ﹤0.01%
4,875
-716
2681
$448K ﹤0.01%
10,519
+2,129
2682
$447K ﹤0.01%
16,054
-254
2683
$446K ﹤0.01%
236,177
+4,705
2684
$446K ﹤0.01%
115,642
+17,559
2685
$445K ﹤0.01%
5,213
+65
2686
$445K ﹤0.01%
+15,999
2687
$443K ﹤0.01%
44,409
+17,220
2688
$442K ﹤0.01%
+12,452
2689
$440K ﹤0.01%
3,411
+48
2690
$439K ﹤0.01%
+60,852
2691
$439K ﹤0.01%
87,841
+31
2692
$435K ﹤0.01%
+19,788
2693
$435K ﹤0.01%
11,971
+2,510
2694
$433K ﹤0.01%
+7,603
2695
$432K ﹤0.01%
11,507
-9,264
2696
$432K ﹤0.01%
31,464
+1,506
2697
$432K ﹤0.01%
14,147
-1,523
2698
$431K ﹤0.01%
8,020
-695
2699
$431K ﹤0.01%
17,707
+219
2700
$431K ﹤0.01%
35,118
+10,184
106 107
108
109 110