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
1576
$2.45M ﹤0.01%
226,867
-2,861
1577
$2.45M ﹤0.01%
25,644
+960
1578
$2.44M ﹤0.01%
242,343
-7,155
1579
$2.44M ﹤0.01%
152,588
-5,631
1580
$2.42M ﹤0.01%
12,578
+5,351
1581
$2.42M ﹤0.01%
21,897
-3,763
1582
$2.42M ﹤0.01%
326,229
-11,648
1583
$2.42M ﹤0.01%
41,761
+2,370
1584
$2.42M ﹤0.01%
66,678
-18,428
1585
$2.42M ﹤0.01%
41,279
+2,216
1586
$2.41M ﹤0.01%
83,116
-561,095
1587
$2.41M ﹤0.01%
50,633
+684
1588
$2.4M ﹤0.01%
64,600
+5,977
1589
$2.4M ﹤0.01%
97,724
+5,658
1590
$2.4M ﹤0.01%
48,598
-38,709
1591
$2.39M ﹤0.01%
37,117
-2,711
1592
$2.39M ﹤0.01%
28,765
-1,097
1593
$2.38M ﹤0.01%
445,321
+18,757
1594
$2.37M ﹤0.01%
59,841
+20,419
1595
$2.37M ﹤0.01%
206,400
+61,617
1596
$2.37M ﹤0.01%
122,291
+50,811
1597
$2.37M ﹤0.01%
60,120
+3,493
1598
$2.37M ﹤0.01%
48,495
+534
1599
$2.36M ﹤0.01%
69,315
+14,862
1600
$2.36M ﹤0.01%
65,458
+1,776
62 63
64
65 66