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
126
$164M 0.19%
827,847
+18,523
127
$162M 0.18%
783,372
+47,842
128
$161M 0.18%
1,457,606
+425,950
129
$161M 0.18%
642,915
+106,735
130
$160M 0.18%
3,147,779
-437,719
131
$159M 0.18%
936,575
+21,318
132
$158M 0.18%
2,132,740
+127,002
133
$157M 0.18%
1,293,610
-385,746
134
$156M 0.18%
1,956,569
-218,149
135
$153M 0.17%
3,110,900
+683,359
136
$150M 0.17%
3,463,444
+700,049
137
$149M 0.17%
373,525
-4,391
138
$148M 0.17%
720,892
-72,677
139
$148M 0.17%
874,046
+56,432
140
$146M 0.17%
1,873,868
+36,465
141
$145M 0.17%
2,121,666
+28,108
142
$144M 0.16%
1,525,219
+126,490
143
$141M 0.16%
1,495,130
-177,654
144
$141M 0.16%
542,864
+16,516
145
$138M 0.16%
165,293
+8,100
146
$137M 0.16%
1,039,587
+13,587
147
$133M 0.15%
1,820,845
+172,978
148
$133M 0.15%
1,818,727
+12,600
149
$133M 0.15%
5,503,556
+705,298
150
$132M 0.15%
2,573,023
+450,931
4 5
6
7 8