Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
76
$282M 0.32%
1,987,144
+82,708
77
$275M 0.31%
1,551,385
+31,723
78
$270M 0.31%
1,060,688
+39,376
79
$259M 0.3%
5,869,600
-4,397
80
$258M 0.29%
396,212
+10,737
81
$256M 0.29%
6,100,421
+684,284
82
$247M 0.28%
1,966,878
-9,119
83
$245M 0.28%
1,427,436
+38,608
84
$241M 0.27%
5,281,057
+378,399
85
$239M 0.27%
693,340
-1,476
86
$236M 0.27%
642,874
-19,885
87
$232M 0.26%
1,013,443
+33,170
88
$231M 0.26%
8,340,336
+1,304,083
89
$227M 0.26%
1,524,063
+145,089
90
$223M 0.25%
1,358,890
+32,804
91
$219M 0.25%
1,924,733
+97,811
92
$218M 0.25%
1,697,316
+72,189
93
$216M 0.25%
222,918
-2,420
94
$213M 0.24%
499,697
+23,767
95
$212M 0.24%
1,300,900
+23,902
96
$211M 0.24%
846,696
+17,354
97
$200M 0.23%
771,970
-32,945
98
$196M 0.22%
5,027,768
+309,172
99
$195M 0.22%
3,202,774
+201,684
100
$194M 0.22%
3,043,041
+160,314
2 3
4
5 6