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
2051
$1.24M ﹤0.01%
43,934
-14,862
2052
$1.24M ﹤0.01%
14,624
-5,197
2053
$1.24M ﹤0.01%
68,998
+1,316
2054
$1.24M ﹤0.01%
26,565
-97,257
2055
$1.24M ﹤0.01%
96,294
-1,203
2056
$1.23M ﹤0.01%
12,527
-134
2057
$1.22M ﹤0.01%
60,722
+576
2058
$1.22M ﹤0.01%
60,696
+27,996
2059
$1.22M ﹤0.01%
25,369
+2,074
2060
$1.22M ﹤0.01%
43,894
-258,389
2061
$1.22M ﹤0.01%
11,584
-151
2062
$1.22M ﹤0.01%
166,459
+63,958
2063
$1.21M ﹤0.01%
27,937
-2,688
2064
$1.21M ﹤0.01%
53,563
-28,726
2065
$1.21M ﹤0.01%
23,244
+5,125
2066
$1.21M ﹤0.01%
26,438
+2,036
2067
$1.21M ﹤0.01%
28,708
-22
2068
$1.21M ﹤0.01%
23,553
+5,877
2069
$1.2M ﹤0.01%
25,579
+4,857
2070
$1.2M ﹤0.01%
+83,065
2071
$1.2M ﹤0.01%
72,994
+18,825
2072
$1.2M ﹤0.01%
9,233
+1,101
2073
$1.19M ﹤0.01%
66,513
+11,756
2074
$1.19M ﹤0.01%
28,827
-1,279
2075
$1.19M ﹤0.01%
16,434
+776
81 82
83
84 85