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
1476
$2.89M ﹤0.01%
113,455
+519
1477
$2.89M ﹤0.01%
231,041
+11,782
1478
$2.87M ﹤0.01%
116,023
+1,402
1479
$2.87M ﹤0.01%
345,858
+9,310
1480
$2.87M ﹤0.01%
28,405
+5,800
1481
$2.86M ﹤0.01%
172,634
+24,009
1482
$2.86M ﹤0.01%
47,106
-14,456
1483
$2.84M ﹤0.01%
20,902
+348
1484
$2.84M ﹤0.01%
7,204
-671
1485
$2.84M ﹤0.01%
55,072
-4,078
1486
$2.83M ﹤0.01%
2,129
-251
1487
$2.83M ﹤0.01%
88,163
+6,799
1488
$2.83M ﹤0.01%
189,036
+10,344
1489
$2.83M ﹤0.01%
22,077
-1,392
1490
$2.83M ﹤0.01%
7,112
+3,125
1491
$2.83M ﹤0.01%
103,890
+21,527
1492
$2.82M ﹤0.01%
77,050
+4,466
1493
$2.82M ﹤0.01%
10,241
-1,940
1494
$2.82M ﹤0.01%
67,897
-1,223
1495
$2.81M ﹤0.01%
183,377
-7,112
1496
$2.81M ﹤0.01%
288,130
-30,381
1497
$2.81M ﹤0.01%
159,916
+20,002
1498
$2.8M ﹤0.01%
71,677
-3,647
1499
$2.79M ﹤0.01%
77,186
+1,027
1500
$2.78M ﹤0.01%
223,918
+12,367
58 59
60
61 62