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
2826
$344K ﹤0.01%
14,660
+190
2827
$344K ﹤0.01%
8,182
+51
2828
$344K ﹤0.01%
29,082
+1,807
2829
$343K ﹤0.01%
2,136
+274
2830
$343K ﹤0.01%
96,948
-77,946
2831
$343K ﹤0.01%
2,891
+523
2832
$342K ﹤0.01%
28,964
+95
2833
$342K ﹤0.01%
35,325
-566
2834
$341K ﹤0.01%
8,971
-637
2835
$341K ﹤0.01%
15,314
-1,135
2836
$341K ﹤0.01%
58,142
+7,435
2837
$340K ﹤0.01%
5,048
+684
2838
$339K ﹤0.01%
41,409
-2,428
2839
$339K ﹤0.01%
13,489
+1,923
2840
$339K ﹤0.01%
12,487
+45
2841
$339K ﹤0.01%
6,001
-13,941
2842
$338K ﹤0.01%
11,386
-425
2843
$335K ﹤0.01%
11,651
-429
2844
$335K ﹤0.01%
+19,388
2845
$334K ﹤0.01%
10,846
-4,445
2846
$334K ﹤0.01%
+15,341
2847
$334K ﹤0.01%
6,910
2848
$333K ﹤0.01%
15,668
-990
2849
$333K ﹤0.01%
8,471
-1,121
2850
$332K ﹤0.01%
24,715
-1,317
112 113
114
115 116