Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$83.5M
2
+$80M
3
+$71.5M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$58.7M
5
ACN icon
Accenture
ACN
+$55M

Top Sells

1
+$73.7M
2
+$64.8M
3
+$59.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$51.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.6M

Sector Composition

1 Technology 18.9%
2 Industrials 10.33%
3 Healthcare 9.77%
4 Financials 8.48%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$1.77M ﹤0.01%
86,526
+7,261
1802
$1.77M ﹤0.01%
213,520
-3,608
1803
$1.77M ﹤0.01%
65,675
+11,122
1804
$1.77M ﹤0.01%
65,844
+3,900
1805
$1.77M ﹤0.01%
26,699
+13,116
1806
$1.77M ﹤0.01%
20,458
+2,938
1807
$1.76M ﹤0.01%
40,889
-2,750
1808
$1.76M ﹤0.01%
16,681
+1,775
1809
$1.76M ﹤0.01%
216,359
+22,662
1810
$1.76M ﹤0.01%
21,720
-11,294
1811
$1.76M ﹤0.01%
62,261
-3,145
1812
$1.76M ﹤0.01%
37,823
+5,738
1813
$1.75M ﹤0.01%
89,926
+13,488
1814
$1.75M ﹤0.01%
56,374
-671
1815
$1.74M ﹤0.01%
22,249
-2,612
1816
$1.74M ﹤0.01%
48,715
-12,226
1817
$1.74M ﹤0.01%
50,159
+280
1818
$1.74M ﹤0.01%
34,210
-690
1819
$1.74M ﹤0.01%
19,184
+12,557
1820
$1.74M ﹤0.01%
16,443
+644
1821
$1.74M ﹤0.01%
22,285
+11,173
1822
$1.74M ﹤0.01%
13,502
-1,830
1823
$1.73M ﹤0.01%
233,703
+81,090
1824
$1.73M ﹤0.01%
62,197
+560
1825
$1.73M ﹤0.01%
29,808
+3,766
71 72
73
74 75