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
401
$31.6M 0.04%
139,863
+10,428
402
$31.5M 0.04%
90,061
-11,203
403
$31.5M 0.04%
227,003
-16,135
404
$31.3M 0.04%
1,806,438
-595,516
405
$31.2M 0.04%
151,071
-5,433
406
$31M 0.04%
271,460
+26,925
407
$30.9M 0.04%
103,019
+3,408
408
$30.9M 0.04%
487,911
+13,812
409
$30.7M 0.04%
427,964
-63,667
410
$30.6M 0.03%
621,980
+49,225
411
$30.5M 0.03%
85,124
+16,672
412
$30.5M 0.03%
1,624,938
+1,253,400
413
$30.5M 0.03%
291,131
+11,179
414
$30.4M 0.03%
87,599
-23,916
415
$30.3M 0.03%
660,421
+182,326
416
$30.2M 0.03%
944,735
+71,566
417
$30.2M 0.03%
152,425
-478
418
$29.9M 0.03%
153,394
+26,245
419
$29.8M 0.03%
132,515
+32,270
420
$29.8M 0.03%
250,757
+116,871
421
$29.8M 0.03%
385,803
+44,274
422
$29.8M 0.03%
145,099
+864
423
$29.7M 0.03%
339,775
-8,685
424
$29.7M 0.03%
109,546
+3,978
425
$29.6M 0.03%
108,556
-3,117
15 16
17
18 19