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
276
$58.8M 0.07%
268,088
+17,094
277
$58.4M 0.07%
317,319
-23,820
278
$58M 0.07%
2,503,164
+1,010,440
279
$57.8M 0.07%
120,726
-9,555
280
$57.6M 0.07%
981,691
+326,782
281
$57.2M 0.07%
423,244
-456
282
$57.1M 0.07%
664,673
+31,201
283
$57M 0.06%
633,732
-46,518
284
$56.7M 0.06%
1,205,370
-28,865
285
$56.5M 0.06%
637,423
-347,801
286
$55.5M 0.06%
1,076,130
-13,844
287
$54.7M 0.06%
494,505
-27,537
288
$54.4M 0.06%
1,006,312
+164,711
289
$54.2M 0.06%
538,026
+67,936
290
$54.2M 0.06%
529,118
+108,339
291
$53.6M 0.06%
1,015,029
+52,869
292
$53.5M 0.06%
196,804
+4,219
293
$53.1M 0.06%
75,960
+4,761
294
$52.5M 0.06%
1,881,422
-107,532
295
$52.5M 0.06%
182,117
+5,697
296
$51.9M 0.06%
859,993
-19,116
297
$51.6M 0.06%
154,676
-41,821
298
$50.5M 0.06%
2,751,164
+49,964
299
$49.7M 0.06%
+1,118,996
300
$49.6M 0.06%
856,307
+132,754
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