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
1351
$3.47M ﹤0.01%
110,911
-1,031
1352
$3.47M ﹤0.01%
60,517
-16
1353
$3.47M ﹤0.01%
22,226
+1,106
1354
$3.47M ﹤0.01%
142,239
-7,900
1355
$3.47M ﹤0.01%
116,419
-49,530
1356
$3.46M ﹤0.01%
39,358
-384
1357
$3.46M ﹤0.01%
168,661
-181,025
1358
$3.45M ﹤0.01%
31,830
+11,612
1359
$3.45M ﹤0.01%
108,518
+40,070
1360
$3.45M ﹤0.01%
64,626
+8,056
1361
$3.44M ﹤0.01%
233,473
+24,199
1362
$3.44M ﹤0.01%
57,120
-218,840
1363
$3.44M ﹤0.01%
67,330
-3,579
1364
$3.44M ﹤0.01%
63,993
+17,133
1365
$3.43M ﹤0.01%
57,465
-38,324
1366
$3.42M ﹤0.01%
45,863
+654
1367
$3.42M ﹤0.01%
1,136,294
+387,233
1368
$3.42M ﹤0.01%
56,682
-1,003
1369
$3.41M ﹤0.01%
56,652
+440
1370
$3.41M ﹤0.01%
31,252
+691
1371
$3.41M ﹤0.01%
70,986
+3,965
1372
$3.4M ﹤0.01%
54,736
+45,803
1373
$3.4M ﹤0.01%
52,823
-1,260
1374
$3.38M ﹤0.01%
35,446
+4,926
1375
$3.38M ﹤0.01%
166,028
-9,029
53 54
55
56 57