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
3001
$250K ﹤0.01%
15,158
+1,349
3002
$249K ﹤0.01%
10,312
-1,028
3003
$248K ﹤0.01%
+7,944
3004
$248K ﹤0.01%
70,355
+10,856
3005
$247K ﹤0.01%
2,480
3006
$247K ﹤0.01%
3,285
-141
3007
$247K ﹤0.01%
8,157
-424
3008
$246K ﹤0.01%
11,299
-237
3009
$246K ﹤0.01%
23,680
-368
3010
$245K ﹤0.01%
18,156
-9,361
3011
$244K ﹤0.01%
+9,408
3012
$244K ﹤0.01%
9,639
3013
$243K ﹤0.01%
3,605
+29
3014
$243K ﹤0.01%
11,011
-1,624
3015
$243K ﹤0.01%
8,922
-247
3016
$243K ﹤0.01%
+7,191
3017
$242K ﹤0.01%
19,781
-7,414
3018
$242K ﹤0.01%
22,899
+4,416
3019
$242K ﹤0.01%
13,068
+503
3020
$240K ﹤0.01%
+7,374
3021
$240K ﹤0.01%
3,827
-1,717
3022
$240K ﹤0.01%
18,941
-23,286
3023
$239K ﹤0.01%
2,356
-179
3024
$238K ﹤0.01%
+3,210
3025
$237K ﹤0.01%
25,088
-15
119 120
121
122 123