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
1701
$2.03M ﹤0.01%
175,278
-5,054
1702
$2.03M ﹤0.01%
18,767
+1,543
1703
$2.03M ﹤0.01%
192,275
+6,478
1704
$2.03M ﹤0.01%
144,906
-3,340
1705
$2.03M ﹤0.01%
142,315
+36,247
1706
$2.03M ﹤0.01%
177,170
-2,747
1707
$2.03M ﹤0.01%
5,859
-929
1708
$2.02M ﹤0.01%
28,892
-24,979
1709
$2.02M ﹤0.01%
18,818
-337
1710
$2.02M ﹤0.01%
23,996
+13,024
1711
$2.01M ﹤0.01%
37,145
+2,040
1712
$2.01M ﹤0.01%
166,751
+19
1713
$2.01M ﹤0.01%
89,352
-5,958
1714
$2.01M ﹤0.01%
99,944
-2,658
1715
$2M ﹤0.01%
36,671
+1,308
1716
$2M ﹤0.01%
102,063
-11,935
1717
$2M ﹤0.01%
59,457
-1,627
1718
$2M ﹤0.01%
132,679
+5,180
1719
$2M ﹤0.01%
43,634
+2,149
1720
$2M ﹤0.01%
30,692
+3,146
1721
$1.99M ﹤0.01%
13,160
+579
1722
$1.99M ﹤0.01%
13,851
-781
1723
$1.99M ﹤0.01%
51,603
-2,881
1724
$1.98M ﹤0.01%
86,885
-3,275
1725
$1.98M ﹤0.01%
132,875
-1,841
67 68
69
70 71