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
1401
$3.2M ﹤0.01%
181,020
+40,032
1402
$3.2M ﹤0.01%
20,166
-11,832
1403
$3.2M ﹤0.01%
42,734
-298
1404
$3.2M ﹤0.01%
24,324
+2,078
1405
$3.19M ﹤0.01%
16,859
-3,083
1406
$3.19M ﹤0.01%
116,429
-92,332
1407
$3.19M ﹤0.01%
41,851
+6,641
1408
$3.18M ﹤0.01%
208,989
+88,152
1409
$3.18M ﹤0.01%
169,588
-71,439
1410
$3.17M ﹤0.01%
339,765
+36,588
1411
$3.17M ﹤0.01%
28,745
-64,672
1412
$3.16M ﹤0.01%
29,084
+2,978
1413
$3.16M ﹤0.01%
33,785
-1,374
1414
$3.16M ﹤0.01%
53,308
-2,214
1415
$3.15M ﹤0.01%
33,241
-8,036
1416
$3.15M ﹤0.01%
25,814
+332
1417
$3.14M ﹤0.01%
49,116
+323
1418
$3.14M ﹤0.01%
46,614
-1,089
1419
$3.14M ﹤0.01%
101,858
-2,277
1420
$3.13M ﹤0.01%
47,531
-794
1421
$3.13M ﹤0.01%
57,973
-601
1422
$3.13M ﹤0.01%
39,437
+2,291
1423
$3.11M ﹤0.01%
168,701
+11,117
1424
$3.1M ﹤0.01%
38,164
-590
1425
$3.1M ﹤0.01%
66,730
+575
55 56
57
58 59