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
2951
$282K ﹤0.01%
22,400
+650
2952
$280K ﹤0.01%
1,189
-46
2953
$280K ﹤0.01%
+5,881
2954
$279K ﹤0.01%
+9,085
2955
$278K ﹤0.01%
8,279
2956
$277K ﹤0.01%
7,131
+759
2957
$276K ﹤0.01%
2,086
-791
2958
$276K ﹤0.01%
+13,343
2959
$275K ﹤0.01%
33,107
-529
2960
$275K ﹤0.01%
19,606
-1,303
2961
$274K ﹤0.01%
36,687
-3,000
2962
$273K ﹤0.01%
7,389
+193
2963
$272K ﹤0.01%
4,012
-100
2964
$272K ﹤0.01%
17,154
+1,145
2965
$272K ﹤0.01%
37,750
2966
$272K ﹤0.01%
+11,085
2967
$269K ﹤0.01%
+62,421
2968
$268K ﹤0.01%
4,060
-89
2969
$267K ﹤0.01%
21,749
+1,158
2970
$266K ﹤0.01%
26,167
+4,200
2971
$265K ﹤0.01%
+8,630
2972
$265K ﹤0.01%
+7,015
2973
$265K ﹤0.01%
4,446
+123
2974
$265K ﹤0.01%
12,108
-4,794
2975
$264K ﹤0.01%
1,892
-145
117 118
119
120 121