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
1676
$2.14M ﹤0.01%
80,759
-51,933
1677
$2.14M ﹤0.01%
110,146
+3,461
1678
$2.13M ﹤0.01%
58,946
+11,851
1679
$2.13M ﹤0.01%
482,990
+4,420
1680
$2.13M ﹤0.01%
19,289
-33
1681
$2.13M ﹤0.01%
268,956
-3,441
1682
$2.13M ﹤0.01%
85,875
-13,127
1683
$2.12M ﹤0.01%
100,008
+12,426
1684
$2.12M ﹤0.01%
33,208
+1,072
1685
$2.11M ﹤0.01%
25,309
-35,842
1686
$2.1M ﹤0.01%
40,192
-768
1687
$2.1M ﹤0.01%
78,092
-8,030
1688
$2.1M ﹤0.01%
27,180
-123
1689
$2.09M ﹤0.01%
80,380
+25,510
1690
$2.09M ﹤0.01%
76,258
+30,383
1691
$2.09M ﹤0.01%
77,154
+26,761
1692
$2.08M ﹤0.01%
13,031
-662
1693
$2.08M ﹤0.01%
49,686
-37,816
1694
$2.07M ﹤0.01%
41,002
+2,489
1695
$2.07M ﹤0.01%
53,894
-40
1696
$2.06M ﹤0.01%
37,791
+15,313
1697
$2.06M ﹤0.01%
340,355
-7,329
1698
$2.05M ﹤0.01%
83,000
+6,784
1699
$2.04M ﹤0.01%
+32,072
1700
$2.04M ﹤0.01%
89,796
+44,833
66 67
68
69 70