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
926
$7.43M 0.01%
180,314
+4,063
927
$7.42M 0.01%
85,333
+62
928
$7.42M 0.01%
126,262
-85,552
929
$7.41M 0.01%
30,277
+2,545
930
$7.4M 0.01%
356,861
+286,749
931
$7.39M 0.01%
44,275
-1,656
932
$7.38M 0.01%
846,836
+23,956
933
$7.37M 0.01%
82,331
-11,024
934
$7.36M 0.01%
50,794
+9,362
935
$7.35M 0.01%
68,741
+1,846
936
$7.3M 0.01%
58,080
+29,753
937
$7.3M 0.01%
186,563
+11,637
938
$7.29M 0.01%
1,039,849
+294,407
939
$7.28M 0.01%
127,817
+5,149
940
$7.28M 0.01%
+305,588
941
$7.26M 0.01%
725,712
+55,392
942
$7.26M 0.01%
92,469
-19,447
943
$7.25M 0.01%
49,798
+3,173
944
$7.19M 0.01%
109,272
+22,941
945
$7.15M 0.01%
46,167
-21,014
946
$7.15M 0.01%
145,025
+5,391
947
$7.14M 0.01%
137,145
+14,601
948
$7.14M 0.01%
102,326
-715
949
$7.14M 0.01%
218,409
-176
950
$7.13M 0.01%
35,838
+10,443
36 37
38
39 40