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
551
$20.1M 0.02%
419,024
-113,923
552
$20M 0.02%
397,654
+230,061
553
$20M 0.02%
92,941
+9,496
554
$20M 0.02%
259,789
+138,508
555
$20M 0.02%
754,772
+1,278
556
$19.9M 0.02%
430,132
+49,418
557
$19.7M 0.02%
705,936
-59,112
558
$19.6M 0.02%
76,782
+3,661
559
$19.6M 0.02%
232,632
+172
560
$19.5M 0.02%
58,515
-4,914
561
$19.4M 0.02%
564,723
+49,852
562
$19.4M 0.02%
28,657
+10,901
563
$19.4M 0.02%
40,685
+2,261
564
$19.4M 0.02%
133,012
+1,932
565
$19.3M 0.02%
230,486
+4,788
566
$19.3M 0.02%
457,532
+96,616
567
$19.3M 0.02%
837,199
+21,353
568
$19.2M 0.02%
81,468
-169
569
$19.2M 0.02%
171,320
+19,807
570
$19.1M 0.02%
447,590
+33,837
571
$19.1M 0.02%
36,541
-367
572
$19M 0.02%
35,117
-358
573
$18.9M 0.02%
169,206
-8,100
574
$18.8M 0.02%
1,095,215
-97,570
575
$18.7M 0.02%
83,249
+39,480
21 22
23
24 25