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
2976
$264K ﹤0.01%
12,873
-22
2977
$263K ﹤0.01%
13,451
+228
2978
$262K ﹤0.01%
6,679
-138,709
2979
$262K ﹤0.01%
12,998
-38,729
2980
$261K ﹤0.01%
5,634
+1,660
2981
$261K ﹤0.01%
18,234
+648
2982
$260K ﹤0.01%
6,159
+1,189
2983
$260K ﹤0.01%
13,885
-84
2984
$260K ﹤0.01%
4,943
-523
2985
$260K ﹤0.01%
2,680
-4,305
2986
$259K ﹤0.01%
25,990
-74,010
2987
$259K ﹤0.01%
9,529
+100
2988
$258K ﹤0.01%
38,116
+444
2989
$258K ﹤0.01%
23,449
-2,324
2990
$257K ﹤0.01%
4,654
-526
2991
$256K ﹤0.01%
34,531
+501
2992
$256K ﹤0.01%
5,548
-1,676
2993
$256K ﹤0.01%
23,579
+228
2994
$256K ﹤0.01%
47,078
+2,396
2995
$253K ﹤0.01%
23,959
-1,408
2996
$253K ﹤0.01%
6,505
-960
2997
$252K ﹤0.01%
19,138
+1,550
2998
$252K ﹤0.01%
+7,626
2999
$250K ﹤0.01%
7,552
+1,657
3000
$250K ﹤0.01%
2,150
-1
118 119
120
121 122