Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$90.9M
2
+$79.9M
3
+$73M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$61.8M
5
ACN icon
Accenture
ACN
+$52.3M

Top Sells

1
+$91.8M
2
+$64.8M
3
+$59.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$54.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$50M

Sector Composition

1 Technology 18.9%
2 Industrials 10.33%
3 Healthcare 9.77%
4 Financials 8.47%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44.9M 0.05%
500,185
+23,592
327
$44.9M 0.05%
194,226
-20,351
328
$44.9M 0.05%
1,028,754
+132,268
329
$44.5M 0.05%
338,041
-27,042
330
$44.3M 0.05%
256,125
-736
331
$43.8M 0.05%
374,964
-1,043
332
$43.7M 0.05%
101,090
+33,606
333
$43.2M 0.05%
44,909
+3,230
334
$43.2M 0.05%
11,896
+1,068
335
$43.1M 0.05%
103,141
+3,534
336
$43.1M 0.05%
1,286,112
+117,415
337
$43M 0.05%
720,730
-226,448
338
$42.8M 0.05%
164,247
-3,045
339
$42.7M 0.05%
552,901
+12,534
340
$42.4M 0.05%
213,995
+8,859
341
$42.2M 0.05%
775,046
-203,811
342
$41.8M 0.05%
261,654
-26,345
343
$41.7M 0.05%
1,284,357
+93,300
344
$41.3M 0.05%
403,669
+585
345
$41.1M 0.05%
1,114,131
+13,868
346
$40.9M 0.05%
398,184
+8,469
347
$40.5M 0.05%
804,950
-80,662
348
$40.4M 0.05%
449,524
+29,196
349
$40M 0.05%
493,131
+67,453
350
$39.9M 0.05%
173,407
-7,549
12 13
14
15 16