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
1076
$5.64M 0.01%
18,794
+1,742
1077
$5.62M 0.01%
63,839
+2,385
1078
$5.61M 0.01%
40,709
+31,062
1079
$5.6M 0.01%
182,534
+7,771
1080
$5.6M 0.01%
418,937
-16,273
1081
$5.56M 0.01%
91,015
-3,391
1082
$5.55M 0.01%
30,026
+864
1083
$5.53M 0.01%
147,305
-29,330
1084
$5.53M 0.01%
221,925
+60,120
1085
$5.52M 0.01%
132,760
+2,681
1086
$5.52M 0.01%
81,915
-1,418
1087
$5.51M 0.01%
126,959
+90,628
1088
$5.51M 0.01%
77,243
+10,996
1089
$5.5M 0.01%
+66,933
1090
$5.49M 0.01%
116,257
-6,491
1091
$5.48M 0.01%
465,675
+6,319
1092
$5.48M 0.01%
75,236
-281
1093
$5.48M 0.01%
47,792
-33,796
1094
$5.47M 0.01%
51,974
+14,421
1095
$5.46M 0.01%
57,146
+1,100
1096
$5.46M 0.01%
102,259
+17,382
1097
$5.46M 0.01%
337,551
+79,843
1098
$5.44M 0.01%
42,208
-3,309
1099
$5.44M 0.01%
236,727
-18,320
1100
$5.43M 0.01%
165,380
+8,097
42 43
44
45 46