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
751
$11.7M 0.01%
203,391
-23,462
752
$11.7M 0.01%
54,846
+4,191
753
$11.6M 0.01%
462,375
-21,145
754
$11.6M 0.01%
65,415
-541
755
$11.5M 0.01%
316,581
-34,470
756
$11.5M 0.01%
302,969
+64,943
757
$11.5M 0.01%
171,854
+22,143
758
$11.4M 0.01%
153,285
-1,137
759
$11.4M 0.01%
82,203
+5,357
760
$11.4M 0.01%
22,955
-249
761
$11.4M 0.01%
443,887
+55,066
762
$11.4M 0.01%
131,449
-7,448
763
$11.4M 0.01%
89,851
+4,105
764
$11.3M 0.01%
447,620
+20,919
765
$11.2M 0.01%
682,227
-21,567
766
$11.2M 0.01%
154,285
-7,116
767
$11.2M 0.01%
62,240
-1,083
768
$11.2M 0.01%
739,062
+54,321
769
$11.2M 0.01%
173,506
-1,929
770
$11.1M 0.01%
89,482
+1,597
771
$11.1M 0.01%
152,135
-19,937
772
$11.1M 0.01%
389,929
+7,172
773
$11M 0.01%
46,054
-3,719
774
$11M 0.01%
622,767
-91,850
775
$11M 0.01%
86,648
+8,156
29 30
31
32 33