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
1751
$1.92M ﹤0.01%
71,302
-16,245
1752
$1.91M ﹤0.01%
46,692
-478
1753
$1.91M ﹤0.01%
43,694
+566
1754
$1.91M ﹤0.01%
90,595
+22,646
1755
$1.91M ﹤0.01%
63,417
+5,854
1756
$1.9M ﹤0.01%
109,438
-13,849
1757
$1.9M ﹤0.01%
66,280
+11,863
1758
$1.9M ﹤0.01%
82,711
+2,911
1759
$1.89M ﹤0.01%
96,891
-1,897
1760
$1.89M ﹤0.01%
65,194
+12,505
1761
$1.89M ﹤0.01%
27,581
+5,514
1762
$1.89M ﹤0.01%
7,293
+96
1763
$1.89M ﹤0.01%
65,506
+5,308
1764
$1.88M ﹤0.01%
4,436
+368
1765
$1.88M ﹤0.01%
55,648
-100
1766
$1.87M ﹤0.01%
37,961
+3,849
1767
$1.87M ﹤0.01%
31,846
+3,011
1768
$1.87M ﹤0.01%
21,669
-10,412
1769
$1.87M ﹤0.01%
29,127
-475
1770
$1.87M ﹤0.01%
93,370
-28,889
1771
$1.86M ﹤0.01%
177,612
+32,875
1772
$1.86M ﹤0.01%
17,480
+3,083
1773
$1.86M ﹤0.01%
132,658
+6,554
1774
$1.86M ﹤0.01%
+711,342
1775
$1.85M ﹤0.01%
218,710
-5,878
69 70
71
72 73