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
1601
$2.35M ﹤0.01%
79,593
+5,447
1602
$2.35M ﹤0.01%
46,637
+4,457
1603
$2.35M ﹤0.01%
31,105
+3,412
1604
$2.35M ﹤0.01%
111,144
-21,356
1605
$2.35M ﹤0.01%
148,831
+26,287
1606
$2.35M ﹤0.01%
15,228
-154
1607
$2.34M ﹤0.01%
25,198
-392
1608
$2.33M ﹤0.01%
41,266
-391
1609
$2.32M ﹤0.01%
32,491
+18,153
1610
$2.32M ﹤0.01%
51,210
+33,121
1611
$2.32M ﹤0.01%
+92,151
1612
$2.32M ﹤0.01%
37,768
+8,388
1613
$2.32M ﹤0.01%
33,468
-153
1614
$2.31M ﹤0.01%
34,196
-1,692
1615
$2.31M ﹤0.01%
84,092
+15,569
1616
$2.31M ﹤0.01%
57,269
+19,330
1617
$2.3M ﹤0.01%
60,190
-1,197
1618
$2.3M ﹤0.01%
131,844
+1,836
1619
$2.29M ﹤0.01%
42,508
+5,914
1620
$2.29M ﹤0.01%
57,172
+11,901
1621
$2.29M ﹤0.01%
310,350
-10,247
1622
$2.29M ﹤0.01%
13,550
-6,794
1623
$2.28M ﹤0.01%
53,369
+41,534
1624
$2.28M ﹤0.01%
116,406
-13,327
1625
$2.28M ﹤0.01%
64,207
-1,716
63 64
65
66 67