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
2926
$295K ﹤0.01%
+6,467
2927
$295K ﹤0.01%
12,676
2928
$294K ﹤0.01%
163,605
+925
2929
$293K ﹤0.01%
60,000
2930
$293K ﹤0.01%
22,127
+2,257
2931
$291K ﹤0.01%
8,140
-8,748
2932
$291K ﹤0.01%
67,298
+6,815
2933
$291K ﹤0.01%
12,135
-45,263
2934
$291K ﹤0.01%
7,016
+1,392
2935
$290K ﹤0.01%
+7,133
2936
$290K ﹤0.01%
69,591
+7,741
2937
$287K ﹤0.01%
6,200
2938
$287K ﹤0.01%
3,049
-377
2939
$287K ﹤0.01%
11,220
-252
2940
$287K ﹤0.01%
3,048
-2
2941
$286K ﹤0.01%
15,249
-7,316
2942
$285K ﹤0.01%
5,632
-30
2943
$284K ﹤0.01%
5,054
+558
2944
$283K ﹤0.01%
+4,571
2945
$283K ﹤0.01%
+5,873
2946
$283K ﹤0.01%
17,396
2947
$283K ﹤0.01%
+2,450
2948
$283K ﹤0.01%
4,577
-3,283
2949
$283K ﹤0.01%
8,159
2950
$282K ﹤0.01%
6,202
-1,017
116 117
118
119 120