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
851
$9.1M 0.01%
34,469
+4,698
852
$9.07M 0.01%
229,969
+68,492
853
$9.06M 0.01%
68,820
+47,704
854
$9.04M 0.01%
164,463
+131,891
855
$9.03M 0.01%
112,946
+12,421
856
$9.01M 0.01%
155,813
+3,118
857
$8.96M 0.01%
152,440
+15,033
858
$8.95M 0.01%
154,120
-40,605
859
$8.91M 0.01%
88,991
+11,365
860
$8.88M 0.01%
99,835
+1,176
861
$8.84M 0.01%
292,578
+125,130
862
$8.81M 0.01%
145,028
-3,070
863
$8.79M 0.01%
173,240
-2,822
864
$8.77M 0.01%
302,185
-3,302
865
$8.75M 0.01%
235,202
+39,289
866
$8.74M 0.01%
254,726
+15,490
867
$8.74M 0.01%
43,265
+1,916
868
$8.7M 0.01%
236,845
+6,438
869
$8.67M 0.01%
191,402
+4,627
870
$8.67M 0.01%
104,900
-3,094
871
$8.66M 0.01%
81,240
+13,667
872
$8.64M 0.01%
90,373
+10,145
873
$8.62M 0.01%
435,841
-12,597
874
$8.59M 0.01%
76,608
+39,343
875
$8.57M 0.01%
45,634
-1,632
33 34
35
36 37