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
1551
$2.55M ﹤0.01%
73,869
+82
1552
$2.54M ﹤0.01%
14,149
+580
1553
$2.54M ﹤0.01%
89,315
+6,608
1554
$2.54M ﹤0.01%
37,706
-2,325
1555
$2.53M ﹤0.01%
115,985
-2,651
1556
$2.51M ﹤0.01%
+31,280
1557
$2.51M ﹤0.01%
66,628
-461
1558
$2.51M ﹤0.01%
15,501
-509
1559
$2.51M ﹤0.01%
21,445
+1,618
1560
$2.51M ﹤0.01%
124,629
+7,276
1561
$2.5M ﹤0.01%
50,388
+39,445
1562
$2.5M ﹤0.01%
192,621
+30,137
1563
$2.49M ﹤0.01%
78,423
+175
1564
$2.49M ﹤0.01%
36,961
-14,186
1565
$2.48M ﹤0.01%
137,892
-292,394
1566
$2.48M ﹤0.01%
140,297
+100,643
1567
$2.48M ﹤0.01%
69,307
-2,036
1568
$2.48M ﹤0.01%
33,502
-6,154
1569
$2.48M ﹤0.01%
59,415
+286
1570
$2.47M ﹤0.01%
94,526
-727
1571
$2.47M ﹤0.01%
27,632
-1,791
1572
$2.47M ﹤0.01%
12,579
+5,403
1573
$2.46M ﹤0.01%
36,982
-2,693
1574
$2.46M ﹤0.01%
37,179
-1,003
1575
$2.46M ﹤0.01%
45,815
+6,125
61 62
63
64 65