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
1901
$1.56M ﹤0.01%
64,927
+1,430
1902
$1.56M ﹤0.01%
229,006
+25,553
1903
$1.56M ﹤0.01%
45,258
+458
1904
$1.56M ﹤0.01%
48,644
-208
1905
$1.56M ﹤0.01%
13,409
+653
1906
$1.56M ﹤0.01%
71,743
-4,565
1907
$1.55M ﹤0.01%
71,896
+2,511
1908
$1.55M ﹤0.01%
124,324
-209,538
1909
$1.55M ﹤0.01%
31,105
+4,753
1910
$1.55M ﹤0.01%
23,609
-1,688
1911
$1.55M ﹤0.01%
57,945
-6,019
1912
$1.55M ﹤0.01%
23,235
-1,025
1913
$1.55M ﹤0.01%
46,927
-109,063
1914
$1.54M ﹤0.01%
74,548
+12,675
1915
$1.54M ﹤0.01%
34,554
+1,917
1916
$1.54M ﹤0.01%
16,972
-271
1917
$1.54M ﹤0.01%
14,220
-8,560
1918
$1.54M ﹤0.01%
11,463
-7
1919
$1.53M ﹤0.01%
99,746
-13,466
1920
$1.53M ﹤0.01%
+41,318
1921
$1.53M ﹤0.01%
92,393
+6,335
1922
$1.52M ﹤0.01%
90,537
-8,500
1923
$1.52M ﹤0.01%
47,138
+5,126
1924
$1.52M ﹤0.01%
98,353
+6,123
1925
$1.51M ﹤0.01%
113,955
+29,246
75 76
77
78 79