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
1976
$1.41M ﹤0.01%
180,875
+82,458
1977
$1.41M ﹤0.01%
117,842
+1,417
1978
$1.41M ﹤0.01%
23,043
-15,665
1979
$1.41M ﹤0.01%
30,811
-1,845
1980
$1.4M ﹤0.01%
55,262
+691
1981
$1.4M ﹤0.01%
29,360
+2,604
1982
$1.4M ﹤0.01%
57,657
-1,943
1983
$1.4M ﹤0.01%
67,182
-2,262
1984
$1.4M ﹤0.01%
26,594
-230
1985
$1.39M ﹤0.01%
37,374
+27,542
1986
$1.39M ﹤0.01%
60,747
-38,378
1987
$1.39M ﹤0.01%
36,177
-978
1988
$1.39M ﹤0.01%
24,591
-2,855
1989
$1.39M ﹤0.01%
108,128
+5,170
1990
$1.39M ﹤0.01%
29,142
+21,588
1991
$1.38M ﹤0.01%
133,357
+14,594
1992
$1.38M ﹤0.01%
16,029
-14
1993
$1.38M ﹤0.01%
39,655
-93,570
1994
$1.38M ﹤0.01%
84,250
+2,844
1995
$1.37M ﹤0.01%
48,141
+215
1996
$1.37M ﹤0.01%
62,194
+32,333
1997
$1.37M ﹤0.01%
55,891
+934
1998
$1.36M ﹤0.01%
55,492
-24,855
1999
$1.36M ﹤0.01%
96,978
-13,003
2000
$1.35M ﹤0.01%
7,658
-976
78 79
80
81 82