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
526
$21.3M 0.02%
582,761
+17,317
527
$21.3M 0.02%
661,111
+65,333
528
$21.3M 0.02%
495,285
-181,954
529
$21.2M 0.02%
162,324
-32,401
530
$21.1M 0.02%
33,736
+488
531
$21.1M 0.02%
231,610
-11,752
532
$21.1M 0.02%
225,172
+74,747
533
$21M 0.02%
351,128
+14,076
534
$20.9M 0.02%
176,925
+42,582
535
$20.9M 0.02%
109,210
-26,649
536
$20.8M 0.02%
76,771
-9,421
537
$20.8M 0.02%
59,928
+8,495
538
$20.7M 0.02%
201,251
-1,224
539
$20.6M 0.02%
68,318
+3,910
540
$20.5M 0.02%
356,202
+9,603
541
$20.4M 0.02%
63,987
+40,983
542
$20.4M 0.02%
948,823
+203,759
543
$20.3M 0.02%
405,816
-303,048
544
$20.3M 0.02%
1,981,908
-30,940
545
$20.3M 0.02%
147,601
+9,704
546
$20.3M 0.02%
211,939
-22,549
547
$20.2M 0.02%
137,779
+4,320
548
$20.2M 0.02%
83,009
-3,279
549
$20.1M 0.02%
98,683
+1,742
550
$20.1M 0.02%
44,158
+121
20 21
22
23 24