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
1651
$2.2M ﹤0.01%
135,521
+12,282
1652
$2.2M ﹤0.01%
35,435
-1,445
1653
$2.19M ﹤0.01%
59,207
+3,961
1654
$2.18M ﹤0.01%
43,510
-25,481
1655
$2.18M ﹤0.01%
291,386
+7,412
1656
$2.17M ﹤0.01%
83,332
+327
1657
$2.17M ﹤0.01%
61,043
-2,260
1658
$2.17M ﹤0.01%
112,425
+81,810
1659
$2.17M ﹤0.01%
14,358
+377
1660
$2.17M ﹤0.01%
135,301
+21,922
1661
$2.16M ﹤0.01%
40,623
+26,350
1662
$2.16M ﹤0.01%
66,514
+837
1663
$2.16M ﹤0.01%
58,722
+7,397
1664
$2.16M ﹤0.01%
82,404
-1,316
1665
$2.15M ﹤0.01%
42,815
+34,671
1666
$2.15M ﹤0.01%
118,625
-21,103
1667
$2.15M ﹤0.01%
141,272
+22,575
1668
$2.15M ﹤0.01%
35,103
+11,689
1669
$2.15M ﹤0.01%
40,732
+3,048
1670
$2.15M ﹤0.01%
27,008
+1,155
1671
$2.14M ﹤0.01%
153,582
-7,332
1672
$2.14M ﹤0.01%
66,586
+4,919
1673
$2.14M ﹤0.01%
108,865
-6,986
1674
$2.14M ﹤0.01%
100,817
-803
1675
$2.14M ﹤0.01%
335,539
+25,579
65 66
67
68 69