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
501
$23M 0.03%
68,405
-515
502
$22.9M 0.03%
1,006,702
+23,375
503
$22.9M 0.03%
267,956
+5,748
504
$22.8M 0.03%
463,853
+27,944
505
$22.8M 0.03%
157,431
+4,628
506
$22.5M 0.03%
+590,342
507
$22.4M 0.03%
1,167,432
+122,621
508
$22.4M 0.03%
41,715
+604
509
$22.3M 0.03%
748,904
+100,191
510
$22.3M 0.03%
62,783
-2,605
511
$22.3M 0.03%
315,069
-24,117
512
$22.2M 0.03%
608,331
-15,964
513
$22.2M 0.03%
130,220
-21,620
514
$22.2M 0.03%
241,927
+8,850
515
$22M 0.03%
83,700
+543
516
$21.9M 0.03%
37,474
+1,459
517
$21.8M 0.02%
342,374
+8,686
518
$21.8M 0.02%
249,208
+14,805
519
$21.5M 0.02%
183,569
+4,857
520
$21.5M 0.02%
146,315
+8,261
521
$21.5M 0.02%
246,493
+341
522
$21.4M 0.02%
374,589
-12,580
523
$21.4M 0.02%
100,450
-1,086
524
$21.4M 0.02%
307,273
-7,961
525
$21.4M 0.02%
539,560
+32,480
19 20
21
22 23