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
2726
$408K ﹤0.01%
17,189
+477
2727
$408K ﹤0.01%
+6,925
2728
$407K ﹤0.01%
7,190
-23,387
2729
$407K ﹤0.01%
9,500
-1,035
2730
$405K ﹤0.01%
60,937
+50,850
2731
$404K ﹤0.01%
12,119
-2,150
2732
$403K ﹤0.01%
49,954
+6,218
2733
$402K ﹤0.01%
18,435
-2,610
2734
$401K ﹤0.01%
8,428
-1,622
2735
$400K ﹤0.01%
17,966
-1,119
2736
$397K ﹤0.01%
16,507
-13,298
2737
$397K ﹤0.01%
6,312
+628
2738
$397K ﹤0.01%
13,865
+1,355
2739
$396K ﹤0.01%
36,872
+1,134
2740
$395K ﹤0.01%
+19,290
2741
$393K ﹤0.01%
150,137
-87
2742
$392K ﹤0.01%
78,068
-12,062
2743
$391K ﹤0.01%
981
+30
2744
$391K ﹤0.01%
157,831
-3,670
2745
$390K ﹤0.01%
107,072
2746
$389K ﹤0.01%
34,531
+1,884
2747
$389K ﹤0.01%
+5,736
2748
$388K ﹤0.01%
26,475
+40
2749
$388K ﹤0.01%
84,063
+5,960
2750
$388K ﹤0.01%
9,385
-845
108 109
110
111 112