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
1876
$1.63M ﹤0.01%
51,229
-2,845
1877
$1.63M ﹤0.01%
71,857
+42,579
1878
$1.62M ﹤0.01%
23,115
+8
1879
$1.62M ﹤0.01%
63,090
+5,074
1880
$1.62M ﹤0.01%
51,693
+22,504
1881
$1.62M ﹤0.01%
+758,584
1882
$1.61M ﹤0.01%
11,219
+1,094
1883
$1.61M ﹤0.01%
9,406
+123
1884
$1.61M ﹤0.01%
34,031
-32,411
1885
$1.61M ﹤0.01%
89,859
+693
1886
$1.61M ﹤0.01%
15,543
+9,415
1887
$1.61M ﹤0.01%
46,355
-10,126
1888
$1.6M ﹤0.01%
34,179
+9,435
1889
$1.6M ﹤0.01%
134,751
+13,842
1890
$1.59M ﹤0.01%
28,910
+653
1891
$1.59M ﹤0.01%
32,398
+27,949
1892
$1.59M ﹤0.01%
27,483
+932
1893
$1.58M ﹤0.01%
36,505
+1,248
1894
$1.58M ﹤0.01%
47,205
+9,496
1895
$1.58M ﹤0.01%
281,945
+70,385
1896
$1.58M ﹤0.01%
125,516
+20,499
1897
$1.58M ﹤0.01%
16,926
-536
1898
$1.57M ﹤0.01%
82,990
-2,277
1899
$1.56M ﹤0.01%
58,670
+27,282
1900
$1.56M ﹤0.01%
54,808
+3,162
74 75
76
77 78