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
2701
$430K ﹤0.01%
27,061
-1,890
2702
$428K ﹤0.01%
2,255
+604
2703
$427K ﹤0.01%
26,199
-6,000
2704
$426K ﹤0.01%
35,298
+3,609
2705
$425K ﹤0.01%
40,043
-1,048
2706
$425K ﹤0.01%
5,120
-683
2707
$424K ﹤0.01%
57,116
+12,900
2708
$424K ﹤0.01%
+11,000
2709
$423K ﹤0.01%
38,113
+371
2710
$422K ﹤0.01%
14,725
-11,539
2711
$422K ﹤0.01%
5,942
-2,264
2712
$422K ﹤0.01%
+88,470
2713
$422K ﹤0.01%
9,943
-14,474
2714
$422K ﹤0.01%
18,739
+630
2715
$422K ﹤0.01%
14,400
-6
2716
$421K ﹤0.01%
23,808
+1,933
2717
$421K ﹤0.01%
5,265
-10,180
2718
$421K ﹤0.01%
14,506
-84
2719
$420K ﹤0.01%
+24,876
2720
$419K ﹤0.01%
6,730
+2,271
2721
$419K ﹤0.01%
19,006
-1,441
2722
$414K ﹤0.01%
20,379
-24,419
2723
$414K ﹤0.01%
19,193
+4,625
2724
$412K ﹤0.01%
132,434
+82,168
2725
$411K ﹤0.01%
49,203
-45,855
107 108
109
110 111