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
451
$26.8M 0.03%
230,489
-2,005
452
$26.3M 0.03%
332,444
+46,674
453
$26.3M 0.03%
774,911
+30,863
454
$26.2M 0.03%
198,513
+93,678
455
$25.9M 0.03%
1,042,747
+59,938
456
$25.8M 0.03%
242,030
+77,108
457
$25.8M 0.03%
408,293
+167,219
458
$25.6M 0.03%
103,501
-3,340
459
$25.6M 0.03%
335,787
+9,369
460
$25.4M 0.03%
81,511
+1,205
461
$25.3M 0.03%
115,881
+4,124
462
$25.3M 0.03%
249,194
-39,911
463
$25.2M 0.03%
586,602
+10,205
464
$25.1M 0.03%
463,052
+34,074
465
$25.1M 0.03%
259,370
+9,060
466
$25.1M 0.03%
1,226,706
+45,501
467
$25M 0.03%
583,653
-53,752
468
$25M 0.03%
93,517
+5,644
469
$25M 0.03%
1,021,820
+256,877
470
$24.9M 0.03%
922,993
+21,207
471
$24.9M 0.03%
525,294
+85,969
472
$24.9M 0.03%
266,588
-13,589
473
$24.9M 0.03%
693,709
+37,212
474
$24.8M 0.03%
216,281
+14,362
475
$24.8M 0.03%
536,193
+11,054
17 18
19
20 21