Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
101
$194M 0.22%
370,860
+8,117
102
$193M 0.22%
539,047
+47,164
103
$190M 0.22%
1,639,830
+331,626
104
$183M 0.21%
1,004,837
-22,649
105
$183M 0.21%
1,408,896
+14,234
106
$182M 0.21%
4,071,537
-150,635
107
$182M 0.21%
1,748,778
-62,058
108
$180M 0.21%
1,849,452
+64,309
109
$179M 0.2%
702,593
-2,827
110
$177M 0.2%
2,300,959
+119,397
111
$177M 0.2%
3,832,820
-66,463
112
$177M 0.2%
2,261,981
-20,624
113
$177M 0.2%
7,198,604
+1,331,718
114
$175M 0.2%
4,186,780
+44,125
115
$173M 0.2%
421,762
+24,314
116
$173M 0.2%
1,414,756
+28,726
117
$173M 0.2%
830,520
+16,391
118
$173M 0.2%
1,568,327
-14,432
119
$171M 0.2%
1,404,358
+125,665
120
$169M 0.19%
3,277,047
-916,383
121
$168M 0.19%
4,424,533
-140,967
122
$168M 0.19%
861,789
+113,595
123
$167M 0.19%
2,885,563
+208,543
124
$166M 0.19%
2,035,681
+977,541
125
$166M 0.19%
1,814,084
+199,737
3 4
5
6 7