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
3201
$97.6K ﹤0.01%
22,035
-3,538
3202
$96.9K ﹤0.01%
21,534
-1,318
3203
$95.1K ﹤0.01%
23,260
+614
3204
$95.1K ﹤0.01%
21,957
-46,914
3205
$90.8K ﹤0.01%
10,760
3206
$89.5K ﹤0.01%
+14,269
3207
$89.4K ﹤0.01%
18,518
3208
$88.2K ﹤0.01%
14,046
+46
3209
$87.8K ﹤0.01%
10,612
+100
3210
$87K ﹤0.01%
16,386
+5,086
3211
$86.9K ﹤0.01%
+10,700
3212
$86.1K ﹤0.01%
12,498
-409
3213
$85.8K ﹤0.01%
22,750
-1,915
3214
$85.4K ﹤0.01%
28,000
-2,500
3215
$85K ﹤0.01%
19,143
+4,615
3216
$84.6K ﹤0.01%
38,800
3217
$84.1K ﹤0.01%
18,815
-1,247
3218
$82.4K ﹤0.01%
+13,500
3219
$81.7K ﹤0.01%
326,660
+50,000
3220
$80.8K ﹤0.01%
20,011
-12,235
3221
$80.8K ﹤0.01%
+23,027
3222
$80.5K ﹤0.01%
14,878
-1,119
3223
$80.4K ﹤0.01%
11,263
3224
$80.2K ﹤0.01%
25,710
3225
$78.9K ﹤0.01%
30,694
-246
127 128
129
130 131