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
826
$9.7M 0.01%
163,344
-97
827
$9.65M 0.01%
458,293
-27,154
828
$9.63M 0.01%
330,077
+49,060
829
$9.63M 0.01%
241,929
-8,571
830
$9.62M 0.01%
50,712
-6,860
831
$9.6M 0.01%
808,117
+367,637
832
$9.59M 0.01%
48,420
+44,569
833
$9.55M 0.01%
391,561
+16,476
834
$9.53M 0.01%
104,959
-7,026
835
$9.53M 0.01%
408,827
+79,602
836
$9.5M 0.01%
191,751
-3,204
837
$9.47M 0.01%
188,347
-29,733
838
$9.44M 0.01%
75,910
+2,830
839
$9.43M 0.01%
163,070
+27,724
840
$9.4M 0.01%
564,446
+75,654
841
$9.4M 0.01%
468,257
+20,215
842
$9.37M 0.01%
1,843,936
-119
843
$9.31M 0.01%
144,284
+18,764
844
$9.3M 0.01%
410,395
+54,856
845
$9.28M 0.01%
628,403
-43,824
846
$9.27M 0.01%
50,677
+539
847
$9.23M 0.01%
93,025
-1,410
848
$9.2M 0.01%
724,413
-7,053
849
$9.18M 0.01%
64,352
+8,808
850
$9.12M 0.01%
80,488
-27,252
32 33
34
35 36