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
2851
$332K ﹤0.01%
18,036
+2,241
2852
$332K ﹤0.01%
7,684
-1,316
2853
$332K ﹤0.01%
+6,500
2854
$331K ﹤0.01%
8,956
-178
2855
$331K ﹤0.01%
7,681
2856
$331K ﹤0.01%
1,966
-48
2857
$330K ﹤0.01%
67,158
+48,211
2858
$330K ﹤0.01%
24,241
-4,125
2859
$330K ﹤0.01%
3,905
-473
2860
$330K ﹤0.01%
17,504
+379
2861
$329K ﹤0.01%
5,733
+862
2862
$329K ﹤0.01%
20,914
-2,264
2863
$328K ﹤0.01%
14,103
+956
2864
$325K ﹤0.01%
18,877
-171
2865
$325K ﹤0.01%
+1,834
2866
$324K ﹤0.01%
26,750
-500
2867
$324K ﹤0.01%
18,150
-2,136
2868
$323K ﹤0.01%
+3,676
2869
$323K ﹤0.01%
9,313
+187
2870
$323K ﹤0.01%
4,114
+754
2871
$321K ﹤0.01%
43,790
-160
2872
$320K ﹤0.01%
12,686
+1,186
2873
$319K ﹤0.01%
12,967
-13,462
2874
$319K ﹤0.01%
62,316
+940
2875
$319K ﹤0.01%
10,102
-71
113 114
115
116 117