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
1501
$2.77M ﹤0.01%
99,401
+40,333
1502
$2.77M ﹤0.01%
134,873
+5,473
1503
$2.76M ﹤0.01%
151,024
+64,535
1504
$2.76M ﹤0.01%
54,171
+10,049
1505
$2.76M ﹤0.01%
72,646
+36,867
1506
$2.75M ﹤0.01%
17,255
+560
1507
$2.75M ﹤0.01%
251,448
-26,881
1508
$2.74M ﹤0.01%
140,109
+1,542
1509
$2.74M ﹤0.01%
17,499
+5,042
1510
$2.73M ﹤0.01%
52,436
+3,022
1511
$2.73M ﹤0.01%
23,629
-8,842
1512
$2.73M ﹤0.01%
15,820
-19,989
1513
$2.71M ﹤0.01%
48,336
+2,104
1514
$2.71M ﹤0.01%
71,265
+15,289
1515
$2.71M ﹤0.01%
37,355
+1,245
1516
$2.71M ﹤0.01%
332,927
-39,094
1517
$2.7M ﹤0.01%
136,317
-8,202
1518
$2.7M ﹤0.01%
38,315
+8,471
1519
$2.7M ﹤0.01%
19,775
-1,842
1520
$2.69M ﹤0.01%
11,803
+746
1521
$2.68M ﹤0.01%
60,134
+809
1522
$2.67M ﹤0.01%
85,609
+72,407
1523
$2.67M ﹤0.01%
77,415
-6,213
1524
$2.65M ﹤0.01%
48,727
+13,850
1525
$2.64M ﹤0.01%
39,168
+7,424
59 60
61
62 63