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
701
$13.2M 0.02%
92,065
+70,653
702
$13.2M 0.02%
89,115
-10,182
703
$13.2M 0.02%
527,450
-994,241
704
$13.2M 0.02%
1,032,380
-12,414
705
$13.2M 0.02%
109,462
+57,555
706
$13.1M 0.02%
60,634
+9,087
707
$13.1M 0.01%
97,311
-871
708
$13.1M 0.01%
73,494
+17,581
709
$13.1M 0.01%
+1,093,991
710
$13M 0.01%
263,107
+7,315
711
$13M 0.01%
48,186
-1,236
712
$13M 0.01%
61,586
-2,241
713
$12.9M 0.01%
30,422
+1,511
714
$12.8M 0.01%
59,475
+7,827
715
$12.8M 0.01%
400,376
-30,556
716
$12.7M 0.01%
31,451
+72
717
$12.7M 0.01%
104,947
+3,807
718
$12.6M 0.01%
543,064
-5,910
719
$12.6M 0.01%
128,888
+75,109
720
$12.6M 0.01%
124,630
-66,250
721
$12.6M 0.01%
195,947
+136,735
722
$12.6M 0.01%
105,577
+22,469
723
$12.5M 0.01%
30,224
+7,150
724
$12.5M 0.01%
326,440
+9,420
725
$12.4M 0.01%
470,203
-11,520
27 28
29
30 31