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
1201
$4.54M 0.01%
373,523
+22,196
1202
$4.54M 0.01%
203,894
+134,952
1203
$4.53M 0.01%
273,249
+26,986
1204
$4.53M 0.01%
59,316
+11,374
1205
$4.52M 0.01%
96,058
+3,747
1206
$4.51M 0.01%
229,219
+27,425
1207
$4.5M 0.01%
190,271
-243,823
1208
$4.49M 0.01%
63,281
+3,101
1209
$4.46M 0.01%
176,598
+140
1210
$4.45M 0.01%
37,304
+1,313
1211
$4.45M 0.01%
52,471
+1,492
1212
$4.45M 0.01%
163,980
+2,484
1213
$4.44M 0.01%
271,249
-468
1214
$4.44M 0.01%
260,628
-2,525
1215
$4.43M 0.01%
294,298
+47,414
1216
$4.43M 0.01%
235,402
-12,537
1217
$4.42M 0.01%
53,487
+3,127
1218
$4.41M 0.01%
31,392
+2,709
1219
$4.4M 0.01%
15,940
+1,960
1220
$4.4M 0.01%
163,068
-1,824
1221
$4.38M 0.01%
92,366
-1,033
1222
$4.38M 0.01%
59,257
-4,693
1223
$4.37M 0.01%
110,113
+15,457
1224
$4.37M 0.01%
51,516
+2,797
1225
$4.37M 0.01%
+77,579
47 48
49
50 51