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
1001
$6.57M 0.01%
94,973
+73,810
1002
$6.57M 0.01%
125,124
+2,489
1003
$6.56M 0.01%
89,409
+72,595
1004
$6.51M 0.01%
4,278
+26
1005
$6.51M 0.01%
183,899
+20,337
1006
$6.5M 0.01%
257,295
-145,972
1007
$6.5M 0.01%
52,688
-5,775
1008
$6.49M 0.01%
127,878
-287
1009
$6.49M 0.01%
94,315
-114,245
1010
$6.48M 0.01%
95,619
-162
1011
$6.48M 0.01%
98,839
+4,189
1012
$6.42M 0.01%
126,762
+19,650
1013
$6.41M 0.01%
86,675
+1,046
1014
$6.37M 0.01%
133,636
+87,992
1015
$6.35M 0.01%
182,728
-6,996
1016
$6.34M 0.01%
182,990
+29,402
1017
$6.32M 0.01%
19,903
-1,056
1018
$6.32M 0.01%
91,482
-837
1019
$6.31M 0.01%
50,051
+3,305
1020
$6.3M 0.01%
17,201
-2,320
1021
$6.3M 0.01%
192,951
+44,158
1022
$6.29M 0.01%
192,500
+234
1023
$6.29M 0.01%
3,847
-756
1024
$6.26M 0.01%
307,841
-5,751
1025
$6.22M 0.01%
60,397
+9,754
39 40
41
42 43