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
3251
$53.7K ﹤0.01%
11,173
+35
3252
$53.5K ﹤0.01%
14,381
-269
3253
$51.3K ﹤0.01%
16,353
+422
3254
$50.3K ﹤0.01%
10,729
+42
3255
$50K ﹤0.01%
20,000
3256
$49.2K ﹤0.01%
17,654
-4,500
3257
$48.6K ﹤0.01%
+1,800
3258
$46.9K ﹤0.01%
28,432
+32
3259
$46.3K ﹤0.01%
15,494
+76
3260
$44.2K ﹤0.01%
12,000
3261
$44.1K ﹤0.01%
+12,109
3262
$42.8K ﹤0.01%
45,000
3263
$42.6K ﹤0.01%
18,051
-11,000
3264
$42.5K ﹤0.01%
32,690
-100
3265
$41.8K ﹤0.01%
15,081
-10,707
3266
$41.4K ﹤0.01%
+13
3267
$39.3K ﹤0.01%
3,695
-703
3268
$38.2K ﹤0.01%
+667
3269
$38K ﹤0.01%
200,000
3270
$37.7K ﹤0.01%
28,350
+11,271
3271
$37.6K ﹤0.01%
23,797
-3,462
3272
$36.2K ﹤0.01%
10,000
3273
$35.4K ﹤0.01%
17,332
+6,845
3274
$35.3K ﹤0.01%
25,222
-75,893
3275
$34.9K ﹤0.01%
524
-4
129 130
131
132 133