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
1426
$3.09M ﹤0.01%
13,661
-1,403
1427
$3.08M ﹤0.01%
54,564
-2,254
1428
$3.08M ﹤0.01%
62,649
+10,693
1429
$3.07M ﹤0.01%
85,811
-2,085
1430
$3.07M ﹤0.01%
28,005
-30,737
1431
$3.07M ﹤0.01%
28,586
+7,512
1432
$3.07M ﹤0.01%
40,030
+37
1433
$3.07M ﹤0.01%
355,390
+41,246
1434
$3.05M ﹤0.01%
82,147
+15,101
1435
$3.05M ﹤0.01%
67,047
+3,158
1436
$3.04M ﹤0.01%
76,726
+3,690
1437
$3.04M ﹤0.01%
334,784
+14,094
1438
$3.04M ﹤0.01%
166,719
-15,531
1439
$3.03M ﹤0.01%
13,598
+83
1440
$3.03M ﹤0.01%
58,214
+12,942
1441
$3.02M ﹤0.01%
81,617
-5,605
1442
$3.02M ﹤0.01%
80,696
+775
1443
$3.01M ﹤0.01%
15,449
+1,009
1444
$3.01M ﹤0.01%
46,041
+6,356
1445
$3M ﹤0.01%
33,950
-4,982
1446
$3M ﹤0.01%
39,078
+2,871
1447
$3M ﹤0.01%
24,023
-29,235
1448
$3M ﹤0.01%
114,994
-27,408
1449
$3M ﹤0.01%
49,080
+8,682
1450
$2.99M ﹤0.01%
47,015
+7,747
56 57
58
59 60