Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
3401
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-4,853
3402
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-5,307
3403
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-25,000
3404
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3405
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3408
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3409
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-36,360
3410
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-52,034
3411
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3412
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3413
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-20,579
3414
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-5,994
3415
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3416
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3417
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3418
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3419
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3420
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3421
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3422
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3423
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3424
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-1,300,799
3425
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-4,699
135 136
137
138 139