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
576
$18.7M 0.02%
366,229
-31,136
577
$18.6M 0.02%
106,426
+2,327
578
$18.6M 0.02%
181,732
+11,493
579
$18.5M 0.02%
141,405
-42,646
580
$18.5M 0.02%
90,230
-1,839
581
$18.4M 0.02%
63,525
+1,678
582
$18.4M 0.02%
146,279
+23,586
583
$18.4M 0.02%
111,564
-2,381
584
$18.3M 0.02%
595,821
+3,586
585
$18.2M 0.02%
117,100
+2,618
586
$18.2M 0.02%
112,886
+12,862
587
$18.2M 0.02%
85,398
-3,140
588
$18.2M 0.02%
661,201
+52,290
589
$18.2M 0.02%
858,157
-9,825
590
$18.2M 0.02%
146,671
-5,583
591
$18M 0.02%
136,649
-13,039
592
$17.8M 0.02%
436,020
+3,222
593
$17.8M 0.02%
193,988
+21,471
594
$17.8M 0.02%
531,409
+25,140
595
$17.8M 0.02%
131,851
+1,655
596
$17.7M 0.02%
135,238
+5,214
597
$17.7M 0.02%
136,228
+7,459
598
$17.7M 0.02%
95,521
-18,805
599
$17.6M 0.02%
84,490
+2,322
600
$17.6M 0.02%
270,077
+10,731
22 23
24
25 26