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
176
$110M 0.13%
3,047,885
+17,041
177
$110M 0.13%
1,901,538
+15,912
178
$110M 0.12%
782,816
+181,514
179
$109M 0.12%
637,108
+3,584
180
$105M 0.12%
3,005,250
+350,641
181
$104M 0.12%
1,918,007
+346,705
182
$104M 0.12%
1,186,230
-62,891
183
$103M 0.12%
408,641
-52,491
184
$103M 0.12%
487,925
+2,474
185
$100M 0.11%
3,436,960
+83,388
186
$100M 0.11%
404,401
+34,885
187
$98.4M 0.11%
378,834
-12,804
188
$98.3M 0.11%
2,231,970
+847,041
189
$98.1M 0.11%
338,539
+4,762
190
$98M 0.11%
769,613
-14,024
191
$97.2M 0.11%
187,369
+13,277
192
$96.6M 0.11%
1,763,176
+16,735
193
$95.9M 0.11%
646,930
-4,047
194
$94.5M 0.11%
1,110,644
-498,302
195
$93.1M 0.11%
1,602,580
+195,686
196
$92.9M 0.11%
981,519
+32,066
197
$92.9M 0.11%
1,131,031
+889,500
198
$92.8M 0.11%
222,104
+278
199
$91.6M 0.1%
3,278,930
+890,028
200
$91.3M 0.1%
387,341
-106,906
6 7
8
9 10