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
776
$11M 0.01%
88,391
+3,341
777
$11M 0.01%
567,996
+15,210
778
$10.9M 0.01%
200,966
-22,664
779
$10.9M 0.01%
510,190
+33,111
780
$10.9M 0.01%
258,993
+7,546
781
$10.8M 0.01%
149,928
+55,072
782
$10.8M 0.01%
125,807
-1,825
783
$10.8M 0.01%
99,875
-1,146
784
$10.8M 0.01%
135,102
+9,680
785
$10.8M 0.01%
40,486
+16,055
786
$10.7M 0.01%
247,850
-3,970
787
$10.7M 0.01%
59,459
-2,037
788
$10.7M 0.01%
337,804
-6,617
789
$10.7M 0.01%
198,751
-21,938
790
$10.6M 0.01%
758,942
+11,509
791
$10.6M 0.01%
179,830
+8,785
792
$10.6M 0.01%
79,729
+9,680
793
$10.6M 0.01%
101,693
-611
794
$10.5M 0.01%
18,762
-503
795
$10.5M 0.01%
685,289
+62,401
796
$10.5M 0.01%
242,459
-3,570
797
$10.5M 0.01%
67,224
-2,045
798
$10.5M 0.01%
202,832
+147,423
799
$10.4M 0.01%
110,026
+14,055
800
$10.4M 0.01%
319,860
-19,910
30 31
32
33 34