Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$408M 0.46%
1,433,136
+74,955
52
$406M 0.46%
4,420,694
+32,151
53
$405M 0.46%
4,431,415
+97,063
54
$398M 0.45%
1,642,319
+133,694
55
$397M 0.45%
943,680
+36,308
56
$382M 0.44%
657,742
-5,467
57
$379M 0.43%
7,548,846
-130,852
58
$368M 0.42%
3,167,734
+142,861
59
$358M 0.41%
805,965
+38,905
60
$352M 0.4%
1,842,808
-64,621
61
$347M 0.4%
2,266,056
+80,115
62
$346M 0.39%
3,410,119
+4,411
63
$341M 0.39%
6,227,423
+1,612
64
$332M 0.38%
2,882,947
-69,743
65
$332M 0.38%
3,529,519
-89,948
66
$328M 0.37%
3,552,022
+527,758
67
$324M 0.37%
1,582,469
+50,394
68
$318M 0.36%
1,548,843
-888
69
$317M 0.36%
415,561
-23,613
70
$316M 0.36%
2,037,449
+8,061
71
$310M 0.35%
643,426
+52,725
72
$306M 0.35%
1,808,669
-225,791
73
$298M 0.34%
1,663,243
-305,432
74
$296M 0.34%
1,047,857
+66,085
75
$285M 0.33%
469,744
+4,377
1 2
3
4 5