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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
3376
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-12,393
3377
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-6,777
3378
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-45,788
3379
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-26,900
3380
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-7,365
3381
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-14,500
3382
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3383
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-1,995
3384
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-9,490
3385
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3386
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3387
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-9,926
3388
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-14,065
3389
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3390
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3391
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3392
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3393
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-2,718,975
3394
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-58,838
3395
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-13,997
3396
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-3,955
3397
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3398
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-8,949
3399
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-24,315
3400
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-8,475
134 135
136
137 138