Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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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-42,900
3402
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-1,300,799
3403
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-18,500
3404
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-8,507
3405
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-90
3407
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-65,000
3408
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-43,729
3409
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-85,245
3410
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-13,635
3411
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-6,071
3412
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-71,141
3413
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-137,000
3414
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-42,124
3415
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-7,602
3416
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3417
$0 ﹤0.01%
21,575
-112
3418
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-22,800
3419
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-184,197
3420
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3421
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-19,373
3422
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3423
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-7,124
3424
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-25,188
3425
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-39,825
135 136
137
138 139