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
1176
$4.74M 0.01%
282,631
-25,346
1177
$4.74M 0.01%
288,934
+22,039
1178
$4.71M 0.01%
16,130
+6,403
1179
$4.71M 0.01%
159,455
-178,156
1180
$4.7M 0.01%
330,042
+12,267
1181
$4.7M 0.01%
164,668
+8,466
1182
$4.69M 0.01%
187,911
-1,623
1183
$4.69M 0.01%
56,905
-309
1184
$4.69M 0.01%
3,925
-24
1185
$4.68M 0.01%
27,215
+6,040
1186
$4.68M 0.01%
50,851
-10,773
1187
$4.67M 0.01%
41,509
+18,190
1188
$4.66M 0.01%
166,660
-43,630
1189
$4.66M 0.01%
325,685
+21,724
1190
$4.65M 0.01%
+178,847
1191
$4.64M 0.01%
15,035
-462
1192
$4.64M 0.01%
4,503,608
+1,082,721
1193
$4.64M 0.01%
34,042
-10,055
1194
$4.62M 0.01%
105,703
+10
1195
$4.62M 0.01%
161,203
+1,474
1196
$4.6M 0.01%
61,540
-6,142
1197
$4.59M 0.01%
172,781
+2,025
1198
$4.56M 0.01%
224,852
-217,434
1199
$4.56M 0.01%
39,058
-270
1200
$4.54M 0.01%
100,460
+2,297
46 47
48
49 50