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
1051
$5.89M 0.01%
513,651
+46,092
1052
$5.88M 0.01%
115,868
+28,092
1053
$5.88M 0.01%
33,895
+1,562
1054
$5.86M 0.01%
51,943
+3,969
1055
$5.84M 0.01%
71,729
-4,945
1056
$5.82M 0.01%
99,342
-141
1057
$5.82M 0.01%
95,762
-511
1058
$5.82M 0.01%
521,069
-3,068
1059
$5.81M 0.01%
81,825
-16,010
1060
$5.76M 0.01%
116,641
-1,891
1061
$5.76M 0.01%
435,483
+31,361
1062
$5.75M 0.01%
215,513
+45,825
1063
$5.75M 0.01%
107,552
+16,626
1064
$5.74M 0.01%
24,635
+797
1065
$5.74M 0.01%
54,952
+9,681
1066
$5.73M 0.01%
18,582
+357
1067
$5.73M 0.01%
130,893
-15,272
1068
$5.72M 0.01%
125,069
-58,673
1069
$5.72M 0.01%
129,296
-52,954
1070
$5.71M 0.01%
95,847
-18,091
1071
$5.71M 0.01%
576,294
+128,124
1072
$5.7M 0.01%
31,006
+3,610
1073
$5.67M 0.01%
21,742
+2,382
1074
$5.66M 0.01%
124,855
+50,829
1075
$5.65M 0.01%
109,301
+33,859
41 42
43
44 45