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
2901
$305K ﹤0.01%
2,993
+631
2902
$303K ﹤0.01%
3,914
+153
2903
$302K ﹤0.01%
11,058
2904
$302K ﹤0.01%
+15,135
2905
$302K ﹤0.01%
193,416
+61,014
2906
$301K ﹤0.01%
6,863
-12,253
2907
$301K ﹤0.01%
+6,099
2908
$300K ﹤0.01%
+13,970
2909
$300K ﹤0.01%
8,000
+2,066
2910
$300K ﹤0.01%
5,321
-27
2911
$300K ﹤0.01%
10,332
+179
2912
$300K ﹤0.01%
10,970
2913
$299K ﹤0.01%
2,598
+6
2914
$299K ﹤0.01%
7,555
+1,699
2915
$299K ﹤0.01%
14,272
+2,109
2916
$299K ﹤0.01%
1,258
-641
2917
$299K ﹤0.01%
6,000
2918
$298K ﹤0.01%
33,657
+4,182
2919
$297K ﹤0.01%
17,085
+2,089
2920
$296K ﹤0.01%
5,845
2921
$296K ﹤0.01%
+4,699
2922
$296K ﹤0.01%
8,594
-1,584
2923
$295K ﹤0.01%
13,848
+111
2924
$295K ﹤0.01%
2,200
2925
$295K ﹤0.01%
5,121
-817
115 116
117
118 119