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
3126
$158K ﹤0.01%
15,326
3127
$156K ﹤0.01%
14,355
+535
3128
$155K ﹤0.01%
68,741
-268
3129
$154K ﹤0.01%
12,677
3130
$152K ﹤0.01%
53,343
+13,136
3131
$152K ﹤0.01%
30,268
-324,455
3132
$149K ﹤0.01%
+10,056
3133
$149K ﹤0.01%
+25,330
3134
$149K ﹤0.01%
12,529
-6,524
3135
$148K ﹤0.01%
25,628
+12,650
3136
$147K ﹤0.01%
11,008
-132
3137
$146K ﹤0.01%
18,442
3138
$145K ﹤0.01%
22,205
-1,513
3139
$143K ﹤0.01%
+30,400
3140
$143K ﹤0.01%
+11,854
3141
$141K ﹤0.01%
10,000
3142
$141K ﹤0.01%
10,795
-196
3143
$140K ﹤0.01%
12,137
-27,771
3144
$139K ﹤0.01%
+3,050
3145
$138K ﹤0.01%
21,494
+2,032
3146
$138K ﹤0.01%
16,199
+549
3147
$137K ﹤0.01%
21,551
3148
$136K ﹤0.01%
52,762
+2,253
3149
$135K ﹤0.01%
10,053
-6,881
3150
$135K ﹤0.01%
+4,693
124 125
126
127 128