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
2076
$1.19M ﹤0.01%
13,970
+510
2077
$1.19M ﹤0.01%
256,092
+2,257
2078
$1.19M ﹤0.01%
7,128
2079
$1.18M ﹤0.01%
33,457
-3,367
2080
$1.18M ﹤0.01%
9,001
-256
2081
$1.18M ﹤0.01%
64,973
-384
2082
$1.17M ﹤0.01%
12,491
+354
2083
$1.17M ﹤0.01%
84,697
-1,822
2084
$1.17M ﹤0.01%
82,999
+3,462
2085
$1.17M ﹤0.01%
49,468
-27,487
2086
$1.16M ﹤0.01%
8,160
+3,757
2087
$1.16M ﹤0.01%
77,790
+7,285
2088
$1.16M ﹤0.01%
10,312
+194
2089
$1.16M ﹤0.01%
19,182
+35
2090
$1.16M ﹤0.01%
17,086
-50,444
2091
$1.15M ﹤0.01%
17,273
-1,152
2092
$1.15M ﹤0.01%
33,879
+10,365
2093
$1.15M ﹤0.01%
22,488
-4,503
2094
$1.15M ﹤0.01%
20,511
+8,072
2095
$1.15M ﹤0.01%
293,786
+2,323
2096
$1.15M ﹤0.01%
59,689
+392
2097
$1.15M ﹤0.01%
7,145
-129
2098
$1.15M ﹤0.01%
82,353
+65,909
2099
$1.15M ﹤0.01%
12,821
-1,345
2100
$1.15M ﹤0.01%
13,008
+9,092
82 83
84
85 86