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
351
$39.8M 0.05%
159,346
+29,415
352
$39.8M 0.05%
741,825
+62,438
353
$39.8M 0.05%
383,063
+20,600
354
$39.7M 0.05%
1,826,568
+1,513,194
355
$39.6M 0.05%
448,776
+12,850
356
$39.5M 0.05%
196,180
-2,038
357
$39.5M 0.05%
97,930
+24,304
358
$39M 0.04%
533,751
+101,894
359
$38.8M 0.04%
294,422
+9,308
360
$38.2M 0.04%
195,740
-6,845
361
$38.2M 0.04%
667,997
-77,165
362
$38.1M 0.04%
580,545
+16,323
363
$37.4M 0.04%
141,740
+43,773
364
$37.1M 0.04%
1,191,170
+767,357
365
$37M 0.04%
461,744
-15,869
366
$37M 0.04%
282,168
+88,931
367
$36.4M 0.04%
139,513
+12,665
368
$36.4M 0.04%
436,553
-2,418
369
$35.9M 0.04%
241,390
-124,215
370
$35.8M 0.04%
331,155
+9,382
371
$35.7M 0.04%
130,149
+2,814
372
$35.7M 0.04%
289,645
-32,216
373
$35.5M 0.04%
488,791
-58,313
374
$35.5M 0.04%
440,840
-2,345
375
$35.5M 0.04%
80,934
-579
13 14
15
16 17