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
1451
$2.98M ﹤0.01%
64,191
+24,041
1452
$2.98M ﹤0.01%
69,005
+159
1453
$2.98M ﹤0.01%
100,995
-19,338
1454
$2.97M ﹤0.01%
108,752
+24,005
1455
$2.97M ﹤0.01%
78,095
-116,001
1456
$2.97M ﹤0.01%
47,023
-1,010
1457
$2.97M ﹤0.01%
12,626
+797
1458
$2.96M ﹤0.01%
146,255
-25,844
1459
$2.96M ﹤0.01%
14,235
+100
1460
$2.94M ﹤0.01%
59,023
-16,136
1461
$2.94M ﹤0.01%
37,590
-294,907
1462
$2.94M ﹤0.01%
30,881
+2,109
1463
$2.94M ﹤0.01%
1,637
-32
1464
$2.93M ﹤0.01%
128,598
+25,846
1465
$2.93M ﹤0.01%
59,865
+360
1466
$2.92M ﹤0.01%
128,351
-17,125
1467
$2.92M ﹤0.01%
67,705
+2,294
1468
$2.92M ﹤0.01%
40,117
-1,653
1469
$2.92M ﹤0.01%
63,619
-3,788
1470
$2.91M ﹤0.01%
114,780
+12,598
1471
$2.91M ﹤0.01%
24,435
-8,911
1472
$2.91M ﹤0.01%
522,109
+34,201
1473
$2.91M ﹤0.01%
19,434
+2,011
1474
$2.9M ﹤0.01%
45,562
+6,116
1475
$2.89M ﹤0.01%
6,889
-354
57 58
59
60 61