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
1226
$4.36M 0.01%
14,913
+690
1227
$4.35M 0.01%
781,744
+80,185
1228
$4.34M ﹤0.01%
270,949
+63,312
1229
$4.34M ﹤0.01%
82,591
+32,845
1230
$4.33M ﹤0.01%
69,436
+4,290
1231
$4.33M ﹤0.01%
65,232
+2,324
1232
$4.32M ﹤0.01%
38,727
+463
1233
$4.31M ﹤0.01%
150,121
+79,825
1234
$4.29M ﹤0.01%
181,830
-9,269
1235
$4.28M ﹤0.01%
+142,391
1236
$4.28M ﹤0.01%
23,474
+3,905
1237
$4.27M ﹤0.01%
44,218
+2,595
1238
$4.26M ﹤0.01%
90,385
+7,966
1239
$4.25M ﹤0.01%
233,164
-25,715
1240
$4.24M ﹤0.01%
82,373
-132
1241
$4.23M ﹤0.01%
254,112
+45,101
1242
$4.22M ﹤0.01%
9,570
-1,807
1243
$4.21M ﹤0.01%
34,041
+4,859
1244
$4.21M ﹤0.01%
28,271
+1,253
1245
$4.19M ﹤0.01%
129,238
-3,587
1246
$4.19M ﹤0.01%
87,438
+10,501
1247
$4.18M ﹤0.01%
74,547
+40,380
1248
$4.17M ﹤0.01%
115,403
+2,254
1249
$4.17M ﹤0.01%
50,157
-1,178
1250
$4.16M ﹤0.01%
44,483
-1,126
48 49
50
51 52