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
1726
$1.98M ﹤0.01%
86,302
+178
1727
$1.97M ﹤0.01%
317,519
+22,157
1728
$1.97M ﹤0.01%
34,574
+1,541
1729
$1.97M ﹤0.01%
50,692
+14,550
1730
$1.97M ﹤0.01%
366,107
-12,263
1731
$1.97M ﹤0.01%
77,522
-5,327
1732
$1.96M ﹤0.01%
39,197
-9,125
1733
$1.96M ﹤0.01%
93,436
-3,429
1734
$1.96M ﹤0.01%
88,858
-17,370
1735
$1.96M ﹤0.01%
86,304
+334
1736
$1.96M ﹤0.01%
23,881
+13,644
1737
$1.96M ﹤0.01%
4,223
+1,379
1738
$1.96M ﹤0.01%
122,691
+3,680
1739
$1.95M ﹤0.01%
141,553
+51,153
1740
$1.95M ﹤0.01%
4,139
+67
1741
$1.95M ﹤0.01%
77,239
+19,595
1742
$1.94M ﹤0.01%
18,796
+56
1743
$1.94M ﹤0.01%
172,595
+2,447
1744
$1.94M ﹤0.01%
100,556
-1,659
1745
$1.94M ﹤0.01%
+15,057
1746
$1.93M ﹤0.01%
+76,277
1747
$1.93M ﹤0.01%
32,028
-11,262
1748
$1.93M ﹤0.01%
40,177
+5,227
1749
$1.93M ﹤0.01%
165,805
-1,241
1750
$1.93M ﹤0.01%
66,951
-1,322
68 69
70
71 72