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
251
$65.8M 0.08%
1,041,165
+91,906
252
$65.8M 0.07%
456,652
+47,952
253
$65.6M 0.07%
340,227
-2,234
254
$65.4M 0.07%
379,600
+18,940
255
$64.6M 0.07%
945,895
+2,998
256
$64.6M 0.07%
337,322
+65,737
257
$64.3M 0.07%
269,731
+38,690
258
$64.2M 0.07%
161,280
+7,291
259
$63.6M 0.07%
591,325
+42,683
260
$62.4M 0.07%
778,185
+63,237
261
$62.1M 0.07%
427,579
-490
262
$62M 0.07%
1,421,855
+102,334
263
$61.9M 0.07%
1,224,120
+29,564
264
$61.1M 0.07%
1,220,348
+240,841
265
$61.1M 0.07%
1,221,686
+210,068
266
$61.1M 0.07%
1,217,786
+131,485
267
$61.1M 0.07%
390,329
+5,116
268
$60.6M 0.07%
844,902
-236,092
269
$60M 0.07%
312,594
+13,654
270
$59.1M 0.07%
430,290
+36,468
271
$59.1M 0.07%
47,983
+1,314
272
$59M 0.07%
361,162
+90,171
273
$59M 0.07%
461,116
+42,979
274
$58.9M 0.07%
492,677
+58,472
275
$58.9M 0.07%
674,933
+148,267
9 10
11
12 13