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
676
$14.1M 0.02%
123,508
-9,376
677
$14M 0.02%
43,050
+459
678
$14M 0.02%
908,258
+4,931
679
$13.9M 0.02%
140,260
-22,091
680
$13.9M 0.02%
356,704
+41,111
681
$13.9M 0.02%
42,236
+1,881
682
$13.8M 0.02%
296,891
-226,669
683
$13.8M 0.02%
169,723
+11,292
684
$13.8M 0.02%
1,622,395
+420,186
685
$13.7M 0.02%
487,396
+45,260
686
$13.7M 0.02%
146,635
+9,261
687
$13.7M 0.02%
120,845
+1,443
688
$13.7M 0.02%
248,947
+10,185
689
$13.7M 0.02%
142,731
-75,497
690
$13.5M 0.02%
85,287
-17,325
691
$13.5M 0.02%
236,961
+5,731
692
$13.4M 0.02%
314,066
+7,708
693
$13.4M 0.02%
168,272
-630
694
$13.4M 0.02%
4,248
+52
695
$13.3M 0.02%
383,097
-162,580
696
$13.3M 0.02%
461,473
+31,966
697
$13.3M 0.02%
652,950
+17,799
698
$13.3M 0.02%
99,692
+7,733
699
$13.3M 0.02%
+252,844
700
$13.3M 0.02%
142,404
-14,254
26 27
28
29 30