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
1251
$4.15M ﹤0.01%
338,828
+31,499
1252
$4.14M ﹤0.01%
112,276
-1,670
1253
$4.13M ﹤0.01%
92,926
+8,271
1254
$4.11M ﹤0.01%
90,650
-23
1255
$4.11M ﹤0.01%
48,336
+4,459
1256
$4.11M ﹤0.01%
40,472
+5,204
1257
$4.1M ﹤0.01%
54,367
+1,272
1258
$4.09M ﹤0.01%
294,215
+85,772
1259
$4.08M ﹤0.01%
681,342
-4,746
1260
$4.08M ﹤0.01%
31,391
+2,306
1261
$4.07M ﹤0.01%
126,696
+30,511
1262
$4.07M ﹤0.01%
65,792
+6,427
1263
$4.07M ﹤0.01%
370,136
+63,042
1264
$4.06M ﹤0.01%
65,394
-4,010
1265
$4.06M ﹤0.01%
176,141
+2,874
1266
$4.06M ﹤0.01%
199,009
-1,788
1267
$4.06M ﹤0.01%
63,125
+56,779
1268
$4.05M ﹤0.01%
40,218
-10,085
1269
$4.05M ﹤0.01%
59,432
+4,580
1270
$4.05M ﹤0.01%
93,895
-37,892
1271
$4.04M ﹤0.01%
463,274
-18,228
1272
$4.04M ﹤0.01%
156,143
-3,844
1273
$4.04M ﹤0.01%
163,374
-17,904
1274
$4.04M ﹤0.01%
126,409
+98,953
1275
$4.03M ﹤0.01%
77,144
-243
49 50
51
52 53