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
376
$35.2M 0.04%
144,251
-1,739
377
$35.1M 0.04%
420,082
-68,061
378
$35.1M 0.04%
459,246
-79,670
379
$34.7M 0.04%
201,905
-20,128
380
$34.3M 0.04%
1,085,967
-5,613
381
$34.1M 0.04%
751,497
+166,764
382
$34M 0.04%
302,440
-11,440
383
$33.7M 0.04%
335,477
+5,668
384
$33.4M 0.04%
901,880
-48,112
385
$33.4M 0.04%
1,158,075
+43,337
386
$33.3M 0.04%
1,292,966
+193,166
387
$33M 0.04%
53,721
+972
388
$33M 0.04%
103,728
+7,762
389
$32.8M 0.04%
563,396
+183,099
390
$32.5M 0.04%
323,308
-8,866
391
$32.5M 0.04%
537,239
-79,494
392
$32M 0.04%
424,576
-18,172
393
$31.9M 0.04%
641,376
+131,192
394
$31.9M 0.04%
87,727
+900
395
$31.8M 0.04%
81,498
-3,796
396
$31.8M 0.04%
80,937
+3,139
397
$31.8M 0.04%
125,895
+1,326
398
$31.7M 0.04%
467,869
-1,963
399
$31.7M 0.04%
213,106
+1,748
400
$31.7M 0.04%
680,655
+189,400
14 15
16
17 18