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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
3351
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-9,641
3352
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3353
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3354
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3355
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3356
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3357
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3358
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3359
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-35,500
3360
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3361
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3362
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3363
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-17,958
3364
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-1,079,933
3365
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3367
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3368
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3369
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3372
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3373
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3375
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-13,707
133 134
135
136 137