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
301
$49.6M 0.06%
322,057
-9,799
302
$49.4M 0.06%
339,490
+47,844
303
$49.3M 0.06%
1,187,136
+3,761
304
$49.3M 0.06%
171,893
+6,695
305
$49.1M 0.06%
181,380
-495
306
$49M 0.06%
712,474
-105,567
307
$48.9M 0.06%
674,760
+47,832
308
$48.8M 0.06%
454,294
-8,053
309
$48.6M 0.06%
227,844
+51,949
310
$48.5M 0.06%
1,261,302
+5,703
311
$48.4M 0.06%
816,025
+48,434
312
$48.3M 0.06%
558,890
-35,725
313
$48.3M 0.06%
1,252,682
+255,282
314
$48M 0.05%
626,487
+33,914
315
$47.5M 0.05%
1,001,772
+65,428
316
$47.4M 0.05%
376,497
-120,218
317
$47.3M 0.05%
675,468
+28,577
318
$47.2M 0.05%
977,496
-22,690
319
$47M 0.05%
601,665
-5,533
320
$46.5M 0.05%
789,485
+16,025
321
$46.3M 0.05%
2,222,870
+73,153
322
$46M 0.05%
683,564
+15,922
323
$45.2M 0.05%
600,840
+49,920
324
$45M 0.05%
428,108
-570,447
325
$44.9M 0.05%
1,066,833
+221,783
11 12
13
14 15