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
801
$10.4M 0.01%
161,816
+3,804
802
$10.4M 0.01%
432,630
+27,156
803
$10.4M 0.01%
489,078
+52,677
804
$10.4M 0.01%
120,136
+16,302
805
$10.3M 0.01%
108,576
+20,603
806
$10.3M 0.01%
82,863
+6,578
807
$10.3M 0.01%
102,219
-17,970
808
$10.3M 0.01%
89,453
-135,983
809
$10.3M 0.01%
225,106
+32,477
810
$10.2M 0.01%
202,456
-24,954
811
$10.2M 0.01%
123,568
-10,642
812
$10.1M 0.01%
386,435
+170,187
813
$10.1M 0.01%
82,343
+1,064
814
$10.1M 0.01%
144,380
-4,847
815
$10M 0.01%
408,085
+39,533
816
$10M 0.01%
39,247
-598
817
$10M 0.01%
151,795
-4,232
818
$10M 0.01%
116,356
-491,940
819
$9.92M 0.01%
198,503
-44,471
820
$9.89M 0.01%
201,906
+11,713
821
$9.87M 0.01%
174,688
+16,201
822
$9.85M 0.01%
131,774
+18,925
823
$9.84M 0.01%
127,233
-4,918
824
$9.8M 0.01%
208,990
+5,150
825
$9.76M 0.01%
198,232
+55,407
31 32
33
34 35