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
1326
$3.66M ﹤0.01%
121,627
+15,197
1327
$3.65M ﹤0.01%
73,899
-1,226
1328
$3.64M ﹤0.01%
35,681
-4,493
1329
$3.64M ﹤0.01%
298,604
+26,167
1330
$3.63M ﹤0.01%
32,564
-1,278
1331
$3.63M ﹤0.01%
292,552
-3,096
1332
$3.62M ﹤0.01%
181,012
-17,652
1333
$3.61M ﹤0.01%
71,700
+1,628
1334
$3.57M ﹤0.01%
38,560
+1,034
1335
$3.56M ﹤0.01%
47,091
-728
1336
$3.53M ﹤0.01%
135,512
+69,175
1337
$3.53M ﹤0.01%
44,583
-4,631
1338
$3.53M ﹤0.01%
14,574
-1,391
1339
$3.53M ﹤0.01%
70,459
+9,673
1340
$3.53M ﹤0.01%
114,042
+17,762
1341
$3.51M ﹤0.01%
40,498
1342
$3.51M ﹤0.01%
53,072
+3,180
1343
$3.5M ﹤0.01%
69,918
+1,231
1344
$3.5M ﹤0.01%
112,568
+13,523
1345
$3.5M ﹤0.01%
57,580
1346
$3.49M ﹤0.01%
188,325
-792
1347
$3.49M ﹤0.01%
194,457
-16,226
1348
$3.48M ﹤0.01%
186,749
+1,823
1349
$3.48M ﹤0.01%
126,457
+31,533
1350
$3.48M ﹤0.01%
37,706
+492
52 53
54
55 56