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
3101
$192K ﹤0.01%
31,696
-4,000
3102
$191K ﹤0.01%
13,504
-396
3103
$189K ﹤0.01%
10,324
-5,599
3104
$189K ﹤0.01%
23,826
+59
3105
$188K ﹤0.01%
25,828
+2,750
3106
$185K ﹤0.01%
16,663
-2,113
3107
$184K ﹤0.01%
+12,300
3108
$184K ﹤0.01%
+10,084
3109
$184K ﹤0.01%
12,815
+376
3110
$183K ﹤0.01%
12,760
-2,134
3111
$181K ﹤0.01%
17,632
+730
3112
$180K ﹤0.01%
15,462
3113
$178K ﹤0.01%
14,144
+1,400
3114
$177K ﹤0.01%
16,101
-3,964
3115
$176K ﹤0.01%
14,385
+1,313
3116
$173K ﹤0.01%
11,052
+130
3117
$171K ﹤0.01%
18,369
+700
3118
$171K ﹤0.01%
67,564
+14,534
3119
$171K ﹤0.01%
21,602
-6,198
3120
$170K ﹤0.01%
11,300
+1,000
3121
$168K ﹤0.01%
16,932
+1,262
3122
$166K ﹤0.01%
22,520
+8,772
3123
$163K ﹤0.01%
+20,012
3124
$163K ﹤0.01%
17,500
+7,145
3125
$162K ﹤0.01%
32,824
-650
123 124
125
126 127