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
1126
$5.11M 0.01%
79,079
+1,697
1127
$5.08M 0.01%
95,111
+4,680
1128
$5.08M 0.01%
82,149
-1,907
1129
$5.08M 0.01%
111,790
-72,173
1130
$5.07M 0.01%
124,640
+2,922
1131
$5.07M 0.01%
99,964
+9,384
1132
$5.07M 0.01%
131,754
-1,249
1133
$5.06M 0.01%
535,202
+42,502
1134
$5.06M 0.01%
215,550
+89,692
1135
$5.03M 0.01%
427,503
-202,115
1136
$5.02M 0.01%
227,082
+2,963
1137
$5.01M 0.01%
55,310
-2,752
1138
$4.98M 0.01%
51,204
+14
1139
$4.98M 0.01%
205,092
+4,072
1140
$4.97M 0.01%
51,355
+13,352
1141
$4.97M 0.01%
113,581
-44,134
1142
$4.96M 0.01%
97,579
+44,829
1143
$4.96M 0.01%
101,349
-7,652
1144
$4.96M 0.01%
36,389
+21
1145
$4.95M 0.01%
556,548
+24,167
1146
$4.94M 0.01%
21,285
+354
1147
$4.94M 0.01%
70,056
+478
1148
$4.94M 0.01%
258,852
+24,725
1149
$4.92M 0.01%
37,323
+1,216
1150
$4.91M 0.01%
428,778
+284
44 45
46
47 48