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
626
$16.2M 0.02%
83,788
-1,306
627
$16.1M 0.02%
510,603
+96,788
628
$16.1M 0.02%
128,620
+542
629
$16.1M 0.02%
546,548
-26,201
630
$16M 0.02%
107,828
-21,222
631
$16M 0.02%
129,985
+44,453
632
$16M 0.02%
99,059
-29,413
633
$15.9M 0.02%
95,219
+7,043
634
$15.9M 0.02%
266,167
-30,731
635
$15.8M 0.02%
298,606
-2,150
636
$15.7M 0.02%
40,175
+2,180
637
$15.7M 0.02%
504,147
+213,316
638
$15.6M 0.02%
627,182
+20,974
639
$15.5M 0.02%
334,464
+23,293
640
$15.4M 0.02%
152,049
-34,877
641
$15.4M 0.02%
164,737
+65,848
642
$15.4M 0.02%
172,092
+25,449
643
$15.4M 0.02%
331,634
-1,973
644
$15.3M 0.02%
240,924
+12,184
645
$15.2M 0.02%
247,726
+36,933
646
$15.2M 0.02%
+532,511
647
$15.1M 0.02%
113,714
+16,505
648
$15.1M 0.02%
78,355
-3,665
649
$15.1M 0.02%
953,138
+356,679
650
$14.9M 0.02%
188,543
-11,801
24 25
26
27 28