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
1376
$3.37M ﹤0.01%
38,534
-4,129
1377
$3.37M ﹤0.01%
216,924
-46,506
1378
$3.37M ﹤0.01%
254,353
+17,902
1379
$3.36M ﹤0.01%
337,654
-28,776
1380
$3.36M ﹤0.01%
33,406
-3,529
1381
$3.32M ﹤0.01%
43,888
+543
1382
$3.31M ﹤0.01%
93,786
+1,160
1383
$3.31M ﹤0.01%
56,803
+21,380
1384
$3.31M ﹤0.01%
121,620
-11,939
1385
$3.3M ﹤0.01%
33,869
+1,913
1386
$3.29M ﹤0.01%
49,457
-3,749
1387
$3.29M ﹤0.01%
31,346
-12,068
1388
$3.29M ﹤0.01%
340,077
-343,859
1389
$3.28M ﹤0.01%
52,680
+10,157
1390
$3.28M ﹤0.01%
229,265
+23,736
1391
$3.27M ﹤0.01%
56,103
+19,800
1392
$3.27M ﹤0.01%
371,518
+1,755
1393
$3.27M ﹤0.01%
85,721
+2,587
1394
$3.27M ﹤0.01%
52,303
+4,960
1395
$3.26M ﹤0.01%
24,110
-783
1396
$3.25M ﹤0.01%
87,362
-1,912
1397
$3.25M ﹤0.01%
54,861
+12,342
1398
$3.24M ﹤0.01%
30,885
+427
1399
$3.24M ﹤0.01%
20,957
+3,235
1400
$3.23M ﹤0.01%
9,608
-2,555
54 55
56
57 58