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
151
$130M 0.15%
234,552
+9,251
152
$128M 0.15%
2,763,897
+740,921
153
$128M 0.15%
560,437
+14,712
154
$127M 0.15%
583,145
+12,958
155
$127M 0.14%
1,162,231
-115,518
156
$126M 0.14%
852,694
-552
157
$125M 0.14%
1,183,325
-5,796
158
$125M 0.14%
360,170
+18,923
159
$124M 0.14%
2,142,222
+191,136
160
$123M 0.14%
937,037
-1,057
161
$122M 0.14%
614,711
+6,563
162
$122M 0.14%
1,817,328
-166,109
163
$121M 0.14%
4,660,724
-23,439
164
$121M 0.14%
626,196
-36,241
165
$120M 0.14%
924,656
+45,176
166
$119M 0.14%
401,193
+51,992
167
$119M 0.14%
2,043,000
+5,850
168
$118M 0.13%
432,091
+40,602
169
$118M 0.13%
1,246,803
+9,276
170
$117M 0.13%
2,021,854
+46,798
171
$114M 0.13%
935,746
+39,073
172
$114M 0.13%
2,506,446
+685,913
173
$114M 0.13%
971,724
-31,834
174
$114M 0.13%
2,692,662
-174,302
175
$111M 0.13%
2,838,523
-93,938
5 6
7
8 9