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
951
$7.13M 0.01%
192,385
+9,866
952
$7.13M 0.01%
23,388
-9,874
953
$7.12M 0.01%
119,489
+35,981
954
$7.09M 0.01%
123,694
-7,479
955
$7.08M 0.01%
126,069
-4,279
956
$7.07M 0.01%
136,863
+17,008
957
$7.03M 0.01%
95,642
-26,886
958
$7.01M 0.01%
255,309
+232,867
959
$7.01M 0.01%
207,719
+54,203
960
$7M 0.01%
126,678
+2,642
961
$6.99M 0.01%
71,947
-3,195
962
$6.97M 0.01%
137,388
-10,969
963
$6.97M 0.01%
232,928
-439,965
964
$6.97M 0.01%
57,747
-4,959
965
$6.96M 0.01%
129,468
+24,105
966
$6.95M 0.01%
108,298
-17,525
967
$6.95M 0.01%
376,698
+3,057
968
$6.94M 0.01%
173,274
+20,783
969
$6.92M 0.01%
228,826
+5,309
970
$6.91M 0.01%
81,380
-13,686
971
$6.91M 0.01%
391,240
+115,874
972
$6.89M 0.01%
222,190
-2,501
973
$6.89M 0.01%
133,587
+7,091
974
$6.89M 0.01%
520,790
+88,817
975
$6.88M 0.01%
40,871
-728
37 38
39
40 41