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
3051
$222K ﹤0.01%
11,831
-1,734
3052
$222K ﹤0.01%
+3,252
3053
$220K ﹤0.01%
+12,908
3054
$220K ﹤0.01%
6,344
-6,101
3055
$219K ﹤0.01%
2,919
-137
3056
$219K ﹤0.01%
6,217
-2,651
3057
$218K ﹤0.01%
6,397
+37
3058
$218K ﹤0.01%
18,765
+941
3059
$218K ﹤0.01%
100,000
3060
$218K ﹤0.01%
21,655
+1,129
3061
$217K ﹤0.01%
5,548
-544
3062
$217K ﹤0.01%
12,230
+2,109
3063
$216K ﹤0.01%
16,223
-25
3064
$216K ﹤0.01%
+2,424
3065
$216K ﹤0.01%
5,076
-1,498
3066
$216K ﹤0.01%
17,853
+83
3067
$215K ﹤0.01%
11,726
3068
$215K ﹤0.01%
87,038
-1,787
3069
$215K ﹤0.01%
20,073
-8,782
3070
$214K ﹤0.01%
+5,869
3071
$214K ﹤0.01%
2,172
3072
$213K ﹤0.01%
85,053
-63,994
3073
$213K ﹤0.01%
10,144
+19
3074
$213K ﹤0.01%
14,437
-563
3075
$213K ﹤0.01%
4,655
+149
121 122
123
124 125