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
1151
$4.91M 0.01%
46,230
+956
1152
$4.9M 0.01%
85,454
+336
1153
$4.9M 0.01%
139,374
+1,201
1154
$4.9M 0.01%
79,396
-956
1155
$4.89M 0.01%
132,455
+530
1156
$4.88M 0.01%
47,777
+6,020
1157
$4.88M 0.01%
66,633
+7,101
1158
$4.87M 0.01%
57,325
+8,666
1159
$4.87M 0.01%
52,233
+488
1160
$4.87M 0.01%
62,466
-191
1161
$4.85M 0.01%
44,472
-5,364
1162
$4.85M 0.01%
97,243
+2,522
1163
$4.85M 0.01%
263,740
+6,307
1164
$4.84M 0.01%
77,677
+13,962
1165
$4.83M 0.01%
126,511
-6,607
1166
$4.8M 0.01%
99,789
-333
1167
$4.8M 0.01%
108,042
-209,443
1168
$4.78M 0.01%
37,459
+29,382
1169
$4.78M 0.01%
59,843
+4,389
1170
$4.77M 0.01%
71,918
+4,917
1171
$4.76M 0.01%
281,873
-16,751
1172
$4.76M 0.01%
178,598
+812
1173
$4.76M 0.01%
27,783
+851
1174
$4.75M 0.01%
328,700
-37,711
1175
$4.74M 0.01%
246,306
-459
45 46
47
48 49