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
1776
$1.85M ﹤0.01%
538,431
+281,525
1777
$1.84M ﹤0.01%
57,149
+8,009
1778
$1.84M ﹤0.01%
156,399
+1,238
1779
$1.84M ﹤0.01%
16,647
+9,525
1780
$1.84M ﹤0.01%
33,305
+3,254
1781
$1.83M ﹤0.01%
39,540
+18,903
1782
$1.83M ﹤0.01%
78,756
+4,026
1783
$1.82M ﹤0.01%
8,094
+2,494
1784
$1.82M ﹤0.01%
17,030
+1,372
1785
$1.82M ﹤0.01%
27,194
-1,083
1786
$1.82M ﹤0.01%
57,129
-187,611
1787
$1.81M ﹤0.01%
46,976
+1,172
1788
$1.81M ﹤0.01%
140,081
-13,035
1789
$1.81M ﹤0.01%
76,101
-32,687
1790
$1.81M ﹤0.01%
86,999
+17,571
1791
$1.8M ﹤0.01%
81,030
+9,463
1792
$1.8M ﹤0.01%
55,731
+8,051
1793
$1.8M ﹤0.01%
51,390
+16,218
1794
$1.8M ﹤0.01%
22,969
+1,479
1795
$1.8M ﹤0.01%
+31,458
1796
$1.79M ﹤0.01%
30,939
+2,985
1797
$1.78M ﹤0.01%
42,031
-31,281
1798
$1.78M ﹤0.01%
24,199
-170,409
1799
$1.78M ﹤0.01%
88,566
1800
$1.77M ﹤0.01%
14,605
-320
70 71
72
73 74