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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$83.5M
2
+$80M
3
+$71.5M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$58.7M
5
ACN icon
Accenture
ACN
+$55M

Top Sells

1
+$73.7M
2
+$64.8M
3
+$59.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$51.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.6M

Sector Composition

1 Technology 18.9%
2 Industrials 10.33%
3 Healthcare 9.77%
4 Financials 8.48%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
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-32,108
3327
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-83,929
3328
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-22,500
3329
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-4,083
3330
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-13,026
3331
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-243,217
3332
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-37,796
3333
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-13,628
3334
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-22,800
3335
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-184,197
3336
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-10,043
3337
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3338
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-10,405
3339
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-7,124
3340
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-25,188
3341
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3342
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-13,998
3343
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-11,765
3344
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3345
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3346
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-10,491
3347
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3348
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3349
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3350
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-101,786
132 133
134
135 136