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
1026
$6.21M 0.01%
145,857
-5,317
1027
$6.2M 0.01%
294,905
+1,473
1028
$6.18M 0.01%
247,449
+39,211
1029
$6.16M 0.01%
274,192
+182,865
1030
$6.16M 0.01%
113,129
-14,438
1031
$6.15M 0.01%
124,343
+4,715
1032
$6.14M 0.01%
35,030
-1,955
1033
$6.1M 0.01%
169,996
-56,185
1034
$6.1M 0.01%
415,488
+8,121
1035
$6.08M 0.01%
19,436
-1,609
1036
$6.08M 0.01%
44,547
+297
1037
$6.08M 0.01%
38,125
-3,711
1038
$6.06M 0.01%
406,482
+151,231
1039
$6.06M 0.01%
84,928
-19,074
1040
$6.04M 0.01%
223,784
+174,230
1041
$6.04M 0.01%
23,859
-7,248
1042
$6.03M 0.01%
79,434
+46,888
1043
$6M 0.01%
112,991
+16,792
1044
$5.99M 0.01%
210,314
+1,280
1045
$5.97M 0.01%
50,328
-12,598
1046
$5.96M 0.01%
38,756
+910
1047
$5.95M 0.01%
42,347
-824
1048
$5.94M 0.01%
20,422
+6,970
1049
$5.9M 0.01%
85,384
+5,376
1050
$5.89M 0.01%
88,852
-2,114
40 41
42
43 44