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
2801
$357K ﹤0.01%
18,302
+2,936
2802
$356K ﹤0.01%
17,789
-6,867
2803
$355K ﹤0.01%
95,593
2804
$354K ﹤0.01%
10,325
+4,491
2805
$354K ﹤0.01%
8,946
-999
2806
$354K ﹤0.01%
11,562
-783
2807
$354K ﹤0.01%
31,963
-6,164
2808
$352K ﹤0.01%
2,397
-2,745
2809
$352K ﹤0.01%
36,163
-4,572
2810
$351K ﹤0.01%
16,427
-868
2811
$351K ﹤0.01%
+21,777
2812
$351K ﹤0.01%
38,361
+76
2813
$351K ﹤0.01%
16,235
2814
$351K ﹤0.01%
+12,833
2815
$351K ﹤0.01%
27,761
2816
$350K ﹤0.01%
22,042
+328
2817
$350K ﹤0.01%
872
+54
2818
$348K ﹤0.01%
6,074
+209
2819
$348K ﹤0.01%
2,824
-362
2820
$347K ﹤0.01%
+20,847
2821
$346K ﹤0.01%
5,023
-10,502
2822
$346K ﹤0.01%
25,000
2823
$346K ﹤0.01%
1,135
+44
2824
$345K ﹤0.01%
45,101
+1,175
2825
$345K ﹤0.01%
21,838
+436
111 112
113
114 115