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
3026
$236K ﹤0.01%
+7,787
3027
$236K ﹤0.01%
13,258
+127
3028
$235K ﹤0.01%
4,467
-64
3029
$234K ﹤0.01%
15,763
-5,092
3030
$234K ﹤0.01%
6,544
-647
3031
$233K ﹤0.01%
10,397
+30
3032
$233K ﹤0.01%
+6,789
3033
$232K ﹤0.01%
6,034
3034
$231K ﹤0.01%
22,521
-700
3035
$229K ﹤0.01%
15,589
-24
3036
$229K ﹤0.01%
+46,127
3037
$228K ﹤0.01%
18,349
-1,610
3038
$227K ﹤0.01%
7,314
+43
3039
$227K ﹤0.01%
+8,188
3040
$227K ﹤0.01%
18,037
3041
$226K ﹤0.01%
9,559
-465
3042
$226K ﹤0.01%
14,100
+203
3043
$225K ﹤0.01%
3,830
-202
3044
$225K ﹤0.01%
4,172
-81
3045
$225K ﹤0.01%
10,200
-2,145
3046
$225K ﹤0.01%
6,218
-514
3047
$224K ﹤0.01%
54,619
+38,875
3048
$224K ﹤0.01%
28,952
-13,196
3049
$223K ﹤0.01%
19,372
-150
3050
$223K ﹤0.01%
+6,409
120 121
122
123 124