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
726
$12.4M 0.01%
171,527
+12,883
727
$12.3M 0.01%
754,760
+43,597
728
$12.3M 0.01%
66,405
+4,414
729
$12.2M 0.01%
49,435
-64,212
730
$12.2M 0.01%
110,592
-30,467
731
$12.2M 0.01%
166,916
+11,600
732
$12.2M 0.01%
63,864
-7,478
733
$12.2M 0.01%
187,548
+59,678
734
$12.1M 0.01%
534,040
+2,676
735
$12.1M 0.01%
225,896
-515
736
$12.1M 0.01%
64,662
+7,141
737
$12.1M 0.01%
66,121
-2,760
738
$12.1M 0.01%
48,194
-11,727
739
$12M 0.01%
182,678
-2,172
740
$12M 0.01%
282,763
-66,439
741
$12M 0.01%
500,924
-698,277
742
$12M 0.01%
157,525
+7,923
743
$11.9M 0.01%
169,833
+17,493
744
$11.9M 0.01%
131,772
+888
745
$11.9M 0.01%
225,351
-75,035
746
$11.9M 0.01%
143,442
+23,183
747
$11.9M 0.01%
36,262
+2,624
748
$11.8M 0.01%
85,137
+12,263
749
$11.8M 0.01%
1,236,714
+88,270
750
$11.8M 0.01%
138,937
-23,832
28 29
30
31 32