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
601
$17.6M 0.02%
144,741
-1,877
602
$17.6M 0.02%
1,259,918
-80,886
603
$17.5M 0.02%
141,697
-7,020
604
$17.5M 0.02%
234,413
+11,295
605
$17.5M 0.02%
40,714
+5,464
606
$17.4M 0.02%
124,092
+1,700
607
$17.3M 0.02%
43,811
-2,217
608
$17.3M 0.02%
157,288
-45,187
609
$17.3M 0.02%
1,445,414
-510,797
610
$17.2M 0.02%
411,515
+199,916
611
$17.2M 0.02%
493,493
+384,989
612
$17.2M 0.02%
720,524
-6,411
613
$17.1M 0.02%
458,642
-58,217
614
$17M 0.02%
26,543
+772
615
$17M 0.02%
103,485
+8,561
616
$17M 0.02%
84,376
-1,342
617
$16.8M 0.02%
126,074
+32,488
618
$16.7M 0.02%
384,779
+56,721
619
$16.6M 0.02%
737,529
+64,915
620
$16.6M 0.02%
106,372
-14,446
621
$16.6M 0.02%
216,036
-56,794
622
$16.5M 0.02%
65,396
-1,722
623
$16.4M 0.02%
459,882
+2,525
624
$16.4M 0.02%
80,184
-6,125
625
$16.2M 0.02%
577,599
-73,555
23 24
25
26 27