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
2876
$319K ﹤0.01%
20,100
-3,700
2877
$318K ﹤0.01%
12,147
+947
2878
$318K ﹤0.01%
12,536
+2,115
2879
$318K ﹤0.01%
4,588
+129
2880
$318K ﹤0.01%
22,958
-5,737
2881
$317K ﹤0.01%
15,779
-2,048
2882
$317K ﹤0.01%
19,480
-173
2883
$316K ﹤0.01%
10,244
-8,240
2884
$316K ﹤0.01%
6,660
-9,768
2885
$316K ﹤0.01%
117,825
+4,341
2886
$316K ﹤0.01%
8,157
+614
2887
$315K ﹤0.01%
28,156
+1,669
2888
$314K ﹤0.01%
13,294
+187
2889
$314K ﹤0.01%
13,339
+1,478
2890
$313K ﹤0.01%
14,439
+591
2891
$310K ﹤0.01%
5,453
+4
2892
$310K ﹤0.01%
37,200
-1,700
2893
$309K ﹤0.01%
8,400
-13,114
2894
$309K ﹤0.01%
7,829
2895
$308K ﹤0.01%
9,215
-55
2896
$308K ﹤0.01%
36,276
+69
2897
$307K ﹤0.01%
87,331
+1,470
2898
$307K ﹤0.01%
27,055
-1,446
2899
$307K ﹤0.01%
4,803
-76
2900
$306K ﹤0.01%
51,582
+8,757
114 115
116
117 118