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
3276
$34.9K ﹤0.01%
10,103
+3
3277
$34.4K ﹤0.01%
13,775
3278
$34K ﹤0.01%
10,754
-3,601
3279
$33.2K ﹤0.01%
28,828
+11,698
3280
$32.6K ﹤0.01%
10,861
+149
3281
$32.5K ﹤0.01%
12,325
+51
3282
$29.6K ﹤0.01%
148,260
-1,150
3283
$28.9K ﹤0.01%
3,940
-2
3284
$27.8K ﹤0.01%
893
-5
3285
$27.5K ﹤0.01%
10,353
+78
3286
$26.9K ﹤0.01%
56,060
-17,854
3287
$26.9K ﹤0.01%
1,190
3288
$26.8K ﹤0.01%
904
-2
3289
$26.5K ﹤0.01%
+12,600
3290
$25.5K ﹤0.01%
+26,434
3291
$24.6K ﹤0.01%
21,200
3292
$23.8K ﹤0.01%
24,550
-8,000
3293
$23.4K ﹤0.01%
520
3294
$23.4K ﹤0.01%
+10,119
3295
$23.4K ﹤0.01%
13,542
-2,000
3296
$22K ﹤0.01%
15,200
+2,000
3297
$19.8K ﹤0.01%
16,491
+42
3298
$19.1K ﹤0.01%
11,832
-1,000
3299
$19K ﹤0.01%
1,760
-2,335
3300
$17.4K ﹤0.01%
1,638
+74
130 131
132
133 134