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
3226
$77.8K ﹤0.01%
29,035
-2,316
3227
$74.5K ﹤0.01%
21,733
3228
$72K ﹤0.01%
24,554
-390
3229
$70K ﹤0.01%
3,176
+998
3230
$69.8K ﹤0.01%
60,235
3231
$69.2K ﹤0.01%
+12,905
3232
$67.6K ﹤0.01%
20,006
-95
3233
$65.4K ﹤0.01%
27,044
-61,147
3234
$65.3K ﹤0.01%
16,499
+189
3235
$64.9K ﹤0.01%
38,200
-487
3236
$63.7K ﹤0.01%
11,772
+102
3237
$63.1K ﹤0.01%
13,112
+2,092
3238
$62.9K ﹤0.01%
7,148
-1,363
3239
$62.7K ﹤0.01%
+11,000
3240
$62.1K ﹤0.01%
17,118
3241
$61.3K ﹤0.01%
16,000
-1,885
3242
$60.6K ﹤0.01%
10,010
3243
$60K ﹤0.01%
10,161
-2,837
3244
$59.7K ﹤0.01%
2,603
+333
3245
$59.3K ﹤0.01%
14,650
-1,500
3246
$58.8K ﹤0.01%
54,464
+35,290
3247
$58.4K ﹤0.01%
14,931
-4,000
3248
$56.6K ﹤0.01%
+12,750
3249
$54.8K ﹤0.01%
+11,192
3250
$54.6K ﹤0.01%
15,178
-16,194
128 129
130
131 132