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
476
$24.7M 0.03%
255,553
+10,528
477
$24.7M 0.03%
421,071
-1,652
478
$24.2M 0.03%
42,379
+14,263
479
$24.2M 0.03%
812,453
+71,735
480
$24.1M 0.03%
812,111
-3,836
481
$24.1M 0.03%
350,285
+3,484
482
$24M 0.03%
459,406
+14,813
483
$23.8M 0.03%
250,649
+60,604
484
$23.8M 0.03%
226,390
+36,767
485
$23.8M 0.03%
238,161
-7,036
486
$23.7M 0.03%
210,036
+7,582
487
$23.7M 0.03%
659,993
+54,321
488
$23.5M 0.03%
360,400
+44,374
489
$23.5M 0.03%
101,455
+2,665
490
$23.5M 0.03%
483,560
+33,041
491
$23.4M 0.03%
572,095
+5,224
492
$23.4M 0.03%
651,436
-6,244
493
$23.4M 0.03%
431,153
+78,177
494
$23.3M 0.03%
188,196
+15,113
495
$23.3M 0.03%
1,754,233
-182,845
496
$23.3M 0.03%
404,012
-31,195
497
$23.3M 0.03%
229,201
+6,413
498
$23.2M 0.03%
179,171
+21,072
499
$23.1M 0.03%
+126,463
500
$23.1M 0.03%
408,822
-50,635
18 19
20
21 22