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
3151
$134K ﹤0.01%
+51,284
3152
$132K ﹤0.01%
20,468
+5,519
3153
$131K ﹤0.01%
22,312
-418
3154
$131K ﹤0.01%
57,005
+10,710
3155
$130K ﹤0.01%
72,846
-9,372
3156
$130K ﹤0.01%
19,365
-1,185
3157
$129K ﹤0.01%
20,554
-385
3158
$129K ﹤0.01%
2,868
+43
3159
$128K ﹤0.01%
20,824
+558
3160
$127K ﹤0.01%
13,117
-5,723
3161
$127K ﹤0.01%
45,690
3162
$127K ﹤0.01%
18,000
+1,300
3163
$127K ﹤0.01%
12,963
-139
3164
$126K ﹤0.01%
96,304
-49,988
3165
$126K ﹤0.01%
2,147
+482
3166
$126K ﹤0.01%
100,000
3167
$125K ﹤0.01%
52,174
+12,522
3168
$122K ﹤0.01%
16,421
+5,015
3169
$122K ﹤0.01%
23,515
+286
3170
$122K ﹤0.01%
11,069
+316
3171
$121K ﹤0.01%
2,050
3172
$120K ﹤0.01%
11,568
-128
3173
$120K ﹤0.01%
2,874
-141
3174
$120K ﹤0.01%
+21,062
3175
$119K ﹤0.01%
40,500
125 126
127
128 129