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
3301
$17.1K ﹤0.01%
11,200
-78,900
3302
$16.5K ﹤0.01%
10,000
3303
$15.9K ﹤0.01%
22,450
+1,000
3304
$15.5K ﹤0.01%
1,000
3305
$14.5K ﹤0.01%
802
-16
3306
$14.4K ﹤0.01%
40,000
-250
3307
$14.3K ﹤0.01%
45,000
3308
$14.2K ﹤0.01%
20,195
-81,848
3309
$14.1K ﹤0.01%
2,034
-34
3310
$13.5K ﹤0.01%
760
+53
3311
$12.7K ﹤0.01%
10,321
3312
$12.4K ﹤0.01%
23,703
+1,850
3313
$12K ﹤0.01%
11,400
+1,050
3314
$11.8K ﹤0.01%
17,906
+136
3315
$9.92K ﹤0.01%
1,850
+750
3316
$9.72K ﹤0.01%
2,000
-1,000
3317
$7.95K ﹤0.01%
21,900
3318
$7.61K ﹤0.01%
24,876
3319
$5.58K ﹤0.01%
10,940
+100
3320
$1.48K ﹤0.01%
21,200
3321
$744 ﹤0.01%
10,628
-1,372
3322
$306 ﹤0.01%
20,000
3323
– –
-7,602
3324
– –
-11,616
3325
– –
-227,120
131 132
133
134 135