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
3076
$213K ﹤0.01%
7,272
-3,911
3077
$211K ﹤0.01%
1,885
-658
3078
$210K ﹤0.01%
+10,538
3079
$210K ﹤0.01%
56,074
-77,800
3080
$210K ﹤0.01%
+4,840
3081
$209K ﹤0.01%
7,414
-670
3082
$209K ﹤0.01%
48,717
+13,737
3083
$209K ﹤0.01%
+4,160
3084
$208K ﹤0.01%
26,517
+37
3085
$207K ﹤0.01%
5,501
-538
3086
$205K ﹤0.01%
+8,433
3087
$204K ﹤0.01%
5,760
+252
3088
$204K ﹤0.01%
17,303
-267
3089
$204K ﹤0.01%
8,485
+113
3090
$204K ﹤0.01%
4,969
-350
3091
$204K ﹤0.01%
2,810
-403
3092
$203K ﹤0.01%
+2,573
3093
$202K ﹤0.01%
13,207
+2,238
3094
$201K ﹤0.01%
+2,646
3095
$201K ﹤0.01%
+1,118
3096
$200K ﹤0.01%
4,389
3097
$200K ﹤0.01%
4,030
-504
3098
$200K ﹤0.01%
+10,032
3099
$197K ﹤0.01%
14,781
+2,674
3100
$197K ﹤0.01%
26,606
+888
122 123
124
125 126