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
1951
$1.45M ﹤0.01%
110,751
+798
1952
$1.45M ﹤0.01%
15,136
-118
1953
$1.45M ﹤0.01%
32,578
-3,978
1954
$1.44M ﹤0.01%
5,902
+3,055
1955
$1.44M ﹤0.01%
14,529
+106
1956
$1.44M ﹤0.01%
28,606
-29,131
1957
$1.44M ﹤0.01%
12,702
+23
1958
$1.44M ﹤0.01%
28,500
-132
1959
$1.43M ﹤0.01%
108,081
-48,881
1960
$1.43M ﹤0.01%
70,987
-717
1961
$1.43M ﹤0.01%
145,089
+7,187
1962
$1.43M ﹤0.01%
85,125
+18,126
1963
$1.43M ﹤0.01%
41,266
-42
1964
$1.43M ﹤0.01%
188,026
-5,672
1965
$1.42M ﹤0.01%
13,679
+7,644
1966
$1.42M ﹤0.01%
39,197
+9,985
1967
$1.42M ﹤0.01%
8,146
-109
1968
$1.42M ﹤0.01%
17,984
-3,135
1969
$1.42M ﹤0.01%
31,318
-868
1970
$1.42M ﹤0.01%
5,278
+87
1971
$1.42M ﹤0.01%
114,943
+34,836
1972
$1.42M ﹤0.01%
48,788
+1,393
1973
$1.42M ﹤0.01%
17,877
-3,387
1974
$1.41M ﹤0.01%
57,739
+24,428
1975
$1.41M ﹤0.01%
28,499
+2,677
77 78
79
80 81