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
1301
$3.88M ﹤0.01%
72,609
-2,543
1302
$3.87M ﹤0.01%
64,717
-667
1303
$3.85M ﹤0.01%
120,616
+76,222
1304
$3.84M ﹤0.01%
19,517
+1,009
1305
$3.83M ﹤0.01%
43,900
-5,776
1306
$3.83M ﹤0.01%
74,511
+5,004
1307
$3.83M ﹤0.01%
258,295
-50,459
1308
$3.8M ﹤0.01%
45,705
+3,549
1309
$3.8M ﹤0.01%
54,552
-20,007
1310
$3.79M ﹤0.01%
47,579
-882
1311
$3.77M ﹤0.01%
64,251
-454
1312
$3.76M ﹤0.01%
116,792
+15,364
1313
$3.75M ﹤0.01%
130,528
+30,654
1314
$3.75M ﹤0.01%
197,332
+2,982
1315
$3.75M ﹤0.01%
32,328
+746
1316
$3.72M ﹤0.01%
65,441
-1,592
1317
$3.71M ﹤0.01%
132,125
+7,121
1318
$3.71M ﹤0.01%
145,407
-18,280
1319
$3.71M ﹤0.01%
167,341
+974
1320
$3.7M ﹤0.01%
20,452
+6,403
1321
$3.7M ﹤0.01%
19,102
-1,478
1322
$3.69M ﹤0.01%
82,725
-1,790
1323
$3.67M ﹤0.01%
189,903
-107,772
1324
$3.67M ﹤0.01%
56,985
+2,624
1325
$3.66M ﹤0.01%
55,182
+3,432
51 52
53
54 55