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
1526
$2.64M ﹤0.01%
19,118
+749
1527
$2.63M ﹤0.01%
50,842
+6,441
1528
$2.63M ﹤0.01%
543,612
+172,624
1529
$2.63M ﹤0.01%
107,313
-41,502
1530
$2.63M ﹤0.01%
179,243
-495
1531
$2.63M ﹤0.01%
76,276
-10,337
1532
$2.62M ﹤0.01%
6,929
+566
1533
$2.61M ﹤0.01%
145,897
+3,885
1534
$2.61M ﹤0.01%
76,909
+43,406
1535
$2.6M ﹤0.01%
23,741
-7,950
1536
$2.6M ﹤0.01%
21,813
+511
1537
$2.6M ﹤0.01%
20,098
+8,646
1538
$2.59M ﹤0.01%
1,001,279
+410,240
1539
$2.59M ﹤0.01%
96,983
-146,431
1540
$2.59M ﹤0.01%
69,458
-2,550
1541
$2.58M ﹤0.01%
363,047
+23,900
1542
$2.58M ﹤0.01%
70,165
-11,693
1543
$2.58M ﹤0.01%
136,560
+39,939
1544
$2.58M ﹤0.01%
26,045
+340
1545
$2.57M ﹤0.01%
50,419
-13,268
1546
$2.57M ﹤0.01%
104,738
+6,239
1547
$2.57M ﹤0.01%
489,717
+446,386
1548
$2.57M ﹤0.01%
112,897
-2,860
1549
$2.57M ﹤0.01%
66,000
1550
$2.56M ﹤0.01%
36,401
-4,799
60 61
62
63 64