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
876
$8.56M 0.01%
456,763
+247,075
877
$8.49M 0.01%
94,804
+22,063
878
$8.48M 0.01%
218,816
-9,804
879
$8.46M 0.01%
193,408
+25,325
880
$8.39M 0.01%
504,097
-114,206
881
$8.38M 0.01%
37,502
+4,933
882
$8.33M 0.01%
175,204
+4,510
883
$8.33M 0.01%
161,029
+9,600
884
$8.31M 0.01%
183,925
+5,252
885
$8.3M 0.01%
31,289
-15,924
886
$8.29M 0.01%
64,658
-789
887
$8.28M 0.01%
24,773
+12,836
888
$8.25M 0.01%
291,398
+15,815
889
$8.22M 0.01%
345,729
+40,949
890
$8.21M 0.01%
285,389
-8,324
891
$8.19M 0.01%
44,396
+15,299
892
$8.19M 0.01%
283,116
-57,781
893
$8.18M 0.01%
738,626
+52,525
894
$8.15M 0.01%
108,062
-101
895
$8.13M 0.01%
201,792
-21,883
896
$8.13M 0.01%
985,228
+33,474
897
$8.12M 0.01%
14,029
+283
898
$8.05M 0.01%
453,576
+12,287
899
$8.03M 0.01%
88,298
+10,160
900
$8M 0.01%
79,817
+10,518
34 35
36
37 38