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
2751
$388K ﹤0.01%
6,427
-194
2752
$386K ﹤0.01%
47,081
+20
2753
$385K ﹤0.01%
30,407
-558
2754
$384K ﹤0.01%
4,092
+4
2755
$384K ﹤0.01%
40,597
-4,866
2756
$383K ﹤0.01%
7,096
+403
2757
$383K ﹤0.01%
19,784
+408
2758
$382K ﹤0.01%
11,028
-462
2759
$382K ﹤0.01%
8,860
-1,950
2760
$381K ﹤0.01%
6,066
+600
2761
$381K ﹤0.01%
6,096
-1,567
2762
$381K ﹤0.01%
17,709
+1,590
2763
$381K ﹤0.01%
31,244
+6,035
2764
$380K ﹤0.01%
22,369
-11,159
2765
$380K ﹤0.01%
8,921
-53
2766
$380K ﹤0.01%
16,487
+808
2767
$380K ﹤0.01%
13,263
-1,987
2768
$378K ﹤0.01%
4,552
-36
2769
$377K ﹤0.01%
15,335
-366
2770
$377K ﹤0.01%
2,328
-4,580
2771
$375K ﹤0.01%
25,807
+2,781
2772
$375K ﹤0.01%
17,336
-122
2773
$375K ﹤0.01%
18,978
-687
2774
$374K ﹤0.01%
22,230
-56,428
2775
$374K ﹤0.01%
44,766
-3,000
109 110
111
112 113