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
3176
$119K ﹤0.01%
71,971
+2,913
3177
$119K ﹤0.01%
49,925
-4,476
3178
$118K ﹤0.01%
15,072
+1,200
3179
$117K ﹤0.01%
3,968
-13
3180
$117K ﹤0.01%
11,661
+395
3181
$115K ﹤0.01%
47,154
-375
3182
$115K ﹤0.01%
11,000
3183
$115K ﹤0.01%
10,937
-495
3184
$114K ﹤0.01%
10,720
+28
3185
$113K ﹤0.01%
11,678
+575
3186
$113K ﹤0.01%
12,000
3187
$112K ﹤0.01%
10,883
+42
3188
$112K ﹤0.01%
85,756
+68,656
3189
$112K ﹤0.01%
33,809
-20,491
3190
$111K ﹤0.01%
15,207
-943
3191
$111K ﹤0.01%
11,143
+194
3192
$110K ﹤0.01%
13,803
-1,000
3193
$109K ﹤0.01%
12,729
-986
3194
$103K ﹤0.01%
83,250
+35,300
3195
$101K ﹤0.01%
+10,118
3196
$101K ﹤0.01%
+6,414
3197
$100K ﹤0.01%
13,634
+317
3198
$100K ﹤0.01%
+12,214
3199
$100K ﹤0.01%
18,103
+500
3200
$100K ﹤0.01%
18,399
+1,438
126 127
128
129 130