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
651
$14.8M 0.02%
483,982
+3,686
652
$14.7M 0.02%
88,400
-3,389
653
$14.7M 0.02%
514,382
-247,043
654
$14.7M 0.02%
109,800
-7,034
655
$14.7M 0.02%
114,438
+43,944
656
$14.7M 0.02%
365,582
+35,927
657
$14.7M 0.02%
341,941
+36,428
658
$14.7M 0.02%
109,848
+55,932
659
$14.7M 0.02%
124,834
-9,308
660
$14.6M 0.02%
126,394
-8,679
661
$14.6M 0.02%
299,941
+10,716
662
$14.6M 0.02%
221,507
-2,847
663
$14.6M 0.02%
185,530
+37,176
664
$14.5M 0.02%
367,570
+60,676
665
$14.5M 0.02%
56,667
+919
666
$14.5M 0.02%
282,276
+31,969
667
$14.4M 0.02%
116,838
+16,407
668
$14.3M 0.02%
209,324
+46,580
669
$14.3M 0.02%
601,128
+23,471
670
$14.2M 0.02%
121,396
-22,019
671
$14.2M 0.02%
225,975
-170,590
672
$14.2M 0.02%
297,102
+7,610
673
$14.2M 0.02%
159,769
-59,934
674
$14.2M 0.02%
190,818
+4,404
675
$14.1M 0.02%
651,061
-202,249
25 26
27
28 29