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
1826
$1.73M ﹤0.01%
21,139
+2,198
1827
$1.72M ﹤0.01%
41,965
-6,018
1828
$1.72M ﹤0.01%
88,312
-181
1829
$1.72M ﹤0.01%
73,301
+14,796
1830
$1.72M ﹤0.01%
10,473
-397
1831
$1.72M ﹤0.01%
37,900
+27,938
1832
$1.72M ﹤0.01%
46,668
+10,778
1833
$1.72M ﹤0.01%
34,100
+2,200
1834
$1.71M ﹤0.01%
27,999
+11,203
1835
$1.71M ﹤0.01%
+50,154
1836
$1.71M ﹤0.01%
34,496
-1,508
1837
$1.71M ﹤0.01%
12,248
+43
1838
$1.71M ﹤0.01%
39,256
-1,988
1839
$1.71M ﹤0.01%
41,626
+32
1840
$1.71M ﹤0.01%
17,023
+2,755
1841
$1.71M ﹤0.01%
49,995
+7,953
1842
$1.7M ﹤0.01%
59,208
1843
$1.7M ﹤0.01%
252,298
+67,956
1844
$1.7M ﹤0.01%
35,574
-1,880
1845
$1.7M ﹤0.01%
10,074
+606
1846
$1.7M ﹤0.01%
33,577
+4,723
1847
$1.69M ﹤0.01%
254,322
-7,641
1848
$1.69M ﹤0.01%
48,327
+16,225
1849
$1.68M ﹤0.01%
245,193
-12,302
1850
$1.68M ﹤0.01%
67,806
-14,096
72 73
74
75 76