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
1101
$5.4M 0.01%
177,045
+11,234
1102
$5.38M 0.01%
34,433
-2,399
1103
$5.38M 0.01%
89,135
-12,502
1104
$5.37M 0.01%
118,987
+226
1105
$5.35M 0.01%
148,447
+58,004
1106
$5.34M 0.01%
99,105
-615
1107
$5.34M 0.01%
27,028
-7,523
1108
$5.33M 0.01%
242,781
+53,148
1109
$5.32M 0.01%
133,320
-223
1110
$5.29M 0.01%
129,609
+4,583
1111
$5.27M 0.01%
104,469
+3,120
1112
$5.25M 0.01%
86,958
-8,153
1113
$5.24M 0.01%
+23,192
1114
$5.24M 0.01%
44,870
+422
1115
$5.23M 0.01%
141,118
-37,125
1116
$5.23M 0.01%
272,978
-59,550
1117
$5.22M 0.01%
91,243
+646
1118
$5.2M 0.01%
93,415
-165,865
1119
$5.19M 0.01%
326,062
+152,400
1120
$5.18M 0.01%
74,754
+61,156
1121
$5.16M 0.01%
171,022
+5,720
1122
$5.15M 0.01%
76,745
+2,457
1123
$5.13M 0.01%
122,400
1124
$5.11M 0.01%
113,957
+8,052
1125
$5.11M 0.01%
174,314
-846
43 44
45
46 47