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
1626
$2.28M ﹤0.01%
53,769
+27,625
1627
$2.28M ﹤0.01%
33,925
-7,680
1628
$2.27M ﹤0.01%
43,268
+1,455
1629
$2.26M ﹤0.01%
18,822
-93
1630
$2.26M ﹤0.01%
23,755
-943
1631
$2.26M ﹤0.01%
105,024
+301
1632
$2.26M ﹤0.01%
29,456
-2,266
1633
$2.26M ﹤0.01%
17,319
-1,494
1634
$2.26M ﹤0.01%
69,478
+1,544
1635
$2.25M ﹤0.01%
79,329
-136,086
1636
$2.25M ﹤0.01%
41,254
+2,830
1637
$2.25M ﹤0.01%
10,968
-6,364
1638
$2.25M ﹤0.01%
13,464
-629
1639
$2.25M ﹤0.01%
7,464
-435
1640
$2.25M ﹤0.01%
114,221
-6,372
1641
$2.24M ﹤0.01%
89,976
-1,980
1642
$2.24M ﹤0.01%
55,556
+153
1643
$2.23M ﹤0.01%
57,040
-816
1644
$2.23M ﹤0.01%
36,378
-9,418
1645
$2.23M ﹤0.01%
195,171
+9,036
1646
$2.22M ﹤0.01%
67,412
+50,913
1647
$2.22M ﹤0.01%
28,218
-4,166
1648
$2.22M ﹤0.01%
+67,192
1649
$2.21M ﹤0.01%
3,490
-13
1650
$2.21M ﹤0.01%
55,871
+2,328
64 65
66
67 68