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
1276
$4.03M ﹤0.01%
61,860
+24,431
1277
$4.01M ﹤0.01%
104,267
+97,907
1278
$3.99M ﹤0.01%
28,971
+4,432
1279
$3.99M ﹤0.01%
83,440
+4,177
1280
$3.99M ﹤0.01%
35,356
+3,087
1281
$3.98M ﹤0.01%
58,158
-21,155
1282
$3.98M ﹤0.01%
131,636
+63,171
1283
$3.97M ﹤0.01%
38,738
-46,333
1284
$3.97M ﹤0.01%
80,726
+37,195
1285
$3.95M ﹤0.01%
202,582
-8,400
1286
$3.95M ﹤0.01%
549,787
+34,309
1287
$3.95M ﹤0.01%
333,426
+108,559
1288
$3.94M ﹤0.01%
370,379
+26,483
1289
$3.91M ﹤0.01%
98,291
-15,059
1290
$3.91M ﹤0.01%
195,699
-24,532
1291
$3.9M ﹤0.01%
39,644
+6,681
1292
$3.9M ﹤0.01%
73,121
+3,263
1293
$3.9M ﹤0.01%
59,653
+1,161
1294
$3.89M ﹤0.01%
22,657
+481
1295
$3.89M ﹤0.01%
156,937
+9,595
1296
$3.89M ﹤0.01%
163,091
-42,305
1297
$3.89M ﹤0.01%
78,685
+6,318
1298
$3.89M ﹤0.01%
85,952
+3,740
1299
$3.89M ﹤0.01%
14,304
+5,433
1300
$3.89M ﹤0.01%
80,584
+3,329
50 51
52
53 54