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
2776
$373K ﹤0.01%
5,032
+777
2777
$373K ﹤0.01%
33,977
+3,967
2778
$372K ﹤0.01%
2,436
-61
2779
$372K ﹤0.01%
15,419
+1,572
2780
$371K ﹤0.01%
+16,527
2781
$371K ﹤0.01%
47,846
+7,641
2782
$370K ﹤0.01%
+1,578
2783
$370K ﹤0.01%
4,105
-106
2784
$370K ﹤0.01%
26,230
-8,507
2785
$368K ﹤0.01%
12,907
-380
2786
$367K ﹤0.01%
32,946
-15,618
2787
$366K ﹤0.01%
6,887
+1,397
2788
$366K ﹤0.01%
36,778
-31
2789
$366K ﹤0.01%
30,801
+625
2790
$365K ﹤0.01%
107,029
-7,000
2791
$365K ﹤0.01%
61,213
+28,555
2792
$364K ﹤0.01%
+11,348
2793
$364K ﹤0.01%
192,592
-1,383
2794
$364K ﹤0.01%
28,651
+416
2795
$363K ﹤0.01%
1,471
-902
2796
$362K ﹤0.01%
12,872
-30
2797
$361K ﹤0.01%
34,372
+120
2798
$359K ﹤0.01%
11,947
2799
$359K ﹤0.01%
23,311
-853
2800
$358K ﹤0.01%
8,477
-44
110 111
112
113 114