Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$556M 0.63%
1,222,172
+29,820
27
$551M 0.63%
5,622,744
+238,535
28
$540M 0.61%
3,543,444
+142,661
29
$513M 0.58%
4,526,081
-1,727
30
$513M 0.58%
2,944,061
+151,243
31
$508M 0.58%
2,385,615
-39,881
32
$507M 0.58%
8,292,677
+133,197
33
$505M 0.58%
1,497,336
+65,098
34
$489M 0.56%
5,607,943
+250,182
35
$487M 0.55%
9,751,078
-182,152
36
$475M 0.54%
1,900,185
+81,725
37
$470M 0.54%
2,978,320
+198,722
38
$467M 0.53%
1,740,387
+20,797
39
$459M 0.52%
1,556,340
-9,027
40
$457M 0.52%
5,080,087
+64,474
41
$455M 0.52%
1,455,554
-24,890
42
$453M 0.52%
2,424,527
+229,192
43
$448M 0.51%
4,295,762
-729
44
$447M 0.51%
2,455,969
+143,017
45
$447M 0.51%
439,133
-9,866
46
$437M 0.5%
8,350,670
+403,365
47
$421M 0.48%
833,886
+73,085
48
$420M 0.48%
7,278,482
-128,762
49
$412M 0.47%
783,235
-95,087
50
$408M 0.47%
1,355,173
-5,528
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