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
901
$7.97M 0.01%
226,383
+13,968
902
$7.95M 0.01%
379,991
+13,618
903
$7.92M 0.01%
853,545
+185,589
904
$7.92M 0.01%
167,744
-14,622
905
$7.89M 0.01%
166,240
+13,629
906
$7.87M 0.01%
122,690
-32,563
907
$7.87M 0.01%
183,318
+3,483
908
$7.86M 0.01%
241,972
+17,430
909
$7.85M 0.01%
453,773
+26,837
910
$7.81M 0.01%
14,877
+4,229
911
$7.76M 0.01%
95,024
+70,815
912
$7.74M 0.01%
58,194
+3,006
913
$7.65M 0.01%
176,641
+15,337
914
$7.64M 0.01%
310,360
+14,540
915
$7.64M 0.01%
22,190
-3,725
916
$7.6M 0.01%
114,565
+1,644
917
$7.54M 0.01%
76,360
-3,423
918
$7.54M 0.01%
421,100
+27,839
919
$7.53M 0.01%
6,176
+405
920
$7.53M 0.01%
164,462
+2,157
921
$7.49M 0.01%
100,886
-3,376
922
$7.47M 0.01%
93,578
+15,739
923
$7.47M 0.01%
922
-274
924
$7.46M 0.01%
913,978
+111,876
925
$7.44M 0.01%
161,552
-127,423
35 36
37
38 39