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
1926
$1.51M ﹤0.01%
114,719
+14,697
1927
$1.51M ﹤0.01%
128,488
+7,822
1928
$1.5M ﹤0.01%
70,218
-3,428
1929
$1.5M ﹤0.01%
27,183
+2,518
1930
$1.5M ﹤0.01%
336,573
+15,502
1931
$1.5M ﹤0.01%
53,411
-473
1932
$1.49M ﹤0.01%
38,440
-868
1933
$1.49M ﹤0.01%
16,296
-343
1934
$1.49M ﹤0.01%
7,890
+362
1935
$1.49M ﹤0.01%
14,084
-1,723
1936
$1.48M ﹤0.01%
54,973
+13,349
1937
$1.48M ﹤0.01%
158,690
-14,607
1938
$1.48M ﹤0.01%
40,154
-1,969
1939
$1.48M ﹤0.01%
48,196
+40,600
1940
$1.48M ﹤0.01%
92,132
+30,430
1941
$1.48M ﹤0.01%
33,484
+22,784
1942
$1.48M ﹤0.01%
7,895
+104
1943
$1.47M ﹤0.01%
+13,008
1944
$1.47M ﹤0.01%
32,443
-1,099
1945
$1.47M ﹤0.01%
42,090
+282
1946
$1.46M ﹤0.01%
65,770
-105
1947
$1.46M ﹤0.01%
15,621
+2,016
1948
$1.46M ﹤0.01%
33,411
+4,017
1949
$1.45M ﹤0.01%
36,422
-3,396
1950
$1.45M ﹤0.01%
51,929
+931
76 77
78
79 80