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
976
$6.87M 0.01%
77,295
-20,073
977
$6.86M 0.01%
70,941
-3,540
978
$6.81M 0.01%
44,637
-5,877
979
$6.8M 0.01%
372,829
-2,451
980
$6.8M 0.01%
66,583
+5,859
981
$6.8M 0.01%
321,397
+28,199
982
$6.78M 0.01%
55,645
-5,197
983
$6.78M 0.01%
98,605
+14,164
984
$6.76M 0.01%
39,886
-269
985
$6.75M 0.01%
116,578
-5,508
986
$6.75M 0.01%
94,381
+38,453
987
$6.75M 0.01%
157,962
-738
988
$6.74M 0.01%
93,348
-2,563
989
$6.73M 0.01%
101,132
+11,871
990
$6.72M 0.01%
174,116
-29,914
991
$6.69M 0.01%
36,894
-5,123
992
$6.69M 0.01%
87,813
-19,418
993
$6.68M 0.01%
71,937
+3,298
994
$6.65M 0.01%
119,860
+1,476
995
$6.62M 0.01%
301,403
-73,493
996
$6.61M 0.01%
239,135
+12,458
997
$6.6M 0.01%
75,330
-4,653
998
$6.59M 0.01%
1,909,129
+18,455
999
$6.58M 0.01%
135,676
+15,609
1000
$6.58M 0.01%
126,496
-77,872
38 39
40
41 42