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
426
$29.2M 0.03%
1,048,835
+188,722
427
$28.9M 0.03%
52,031
-11,360
428
$28.9M 0.03%
23,101
+5,540
429
$28.7M 0.03%
269,218
+68,600
430
$28.6M 0.03%
1,275,386
+643,321
431
$28.1M 0.03%
1,341,874
-117,295
432
$28.1M 0.03%
329,371
+90,781
433
$28M 0.03%
1,353,798
-2,781
434
$28M 0.03%
49,862
-422
435
$27.7M 0.03%
464,642
+331,290
436
$27.7M 0.03%
234,930
+43,927
437
$27.7M 0.03%
56,574
+3,582
438
$27.6M 0.03%
1,158,267
-28,419
439
$27.5M 0.03%
670,365
-58,523
440
$27.5M 0.03%
266,985
+4,990
441
$27.5M 0.03%
229,690
+4,977
442
$27.4M 0.03%
204,850
+5,514
443
$27.3M 0.03%
165,640
+40,097
444
$27.2M 0.03%
418,884
+56,216
445
$27.2M 0.03%
207,427
+1,298
446
$27.2M 0.03%
62,327
-434
447
$27.2M 0.03%
720,900
+68,959
448
$27M 0.03%
172,206
+39,978
449
$26.9M 0.03%
531,066
-442,123
450
$26.9M 0.03%
561,480
-100,670
16 17
18
19 20