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
1851
$1.68M ﹤0.01%
43,270
+1,581
1852
$1.67M ﹤0.01%
101,174
+16,784
1853
$1.67M ﹤0.01%
67,696
-2,468
1854
$1.67M ﹤0.01%
4,065
-4,745
1855
$1.67M ﹤0.01%
63,284
-468
1856
$1.66M ﹤0.01%
73,263
+4,331
1857
$1.66M ﹤0.01%
+389,882
1858
$1.66M ﹤0.01%
172,735
-2,053
1859
$1.66M ﹤0.01%
19,461
+10,063
1860
$1.66M ﹤0.01%
39,184
-683
1861
$1.65M ﹤0.01%
64,163
-45,876
1862
$1.65M ﹤0.01%
8,746
+1,038
1863
$1.65M ﹤0.01%
26,653
-756
1864
$1.65M ﹤0.01%
126,809
+10,781
1865
$1.65M ﹤0.01%
60,946
-5,730
1866
$1.65M ﹤0.01%
92,319
+26,737
1867
$1.64M ﹤0.01%
8,639
-10,441
1868
$1.64M ﹤0.01%
74,705
-343,848
1869
$1.64M ﹤0.01%
20,503
+3,156
1870
$1.64M ﹤0.01%
79,366
-17,261
1871
$1.64M ﹤0.01%
136,766
+110,519
1872
$1.64M ﹤0.01%
73,754
+3,536
1873
$1.63M ﹤0.01%
62,048
-688
1874
$1.63M ﹤0.01%
62,303
-16,828
1875
$1.63M ﹤0.01%
34,995
+816
73 74
75
76 77