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
2101
$1.15M ﹤0.01%
57,538
+9,277
2102
$1.14M ﹤0.01%
25,345
-849
2103
$1.14M ﹤0.01%
8,986
-308
2104
$1.14M ﹤0.01%
188,101
+3,336
2105
$1.14M ﹤0.01%
28,374
+10,261
2106
$1.14M ﹤0.01%
+34,683
2107
$1.14M ﹤0.01%
13,136
-7,267
2108
$1.14M ﹤0.01%
12,869
+391
2109
$1.14M ﹤0.01%
22,162
+9,133
2110
$1.14M ﹤0.01%
30,190
-475
2111
$1.13M ﹤0.01%
35,873
-10,950
2112
$1.13M ﹤0.01%
58,110
-53,582
2113
$1.13M ﹤0.01%
216,988
+483
2114
$1.13M ﹤0.01%
102,362
-1,474
2115
$1.13M ﹤0.01%
21,613
-30,736
2116
$1.13M ﹤0.01%
26,616
-14,995
2117
$1.12M ﹤0.01%
19,824
-977
2118
$1.12M ﹤0.01%
77,000
2119
$1.12M ﹤0.01%
15,691
-385
2120
$1.12M ﹤0.01%
12,083
-665
2121
$1.12M ﹤0.01%
36,357
-2,464
2122
$1.11M ﹤0.01%
83,939
-2,285
2123
$1.11M ﹤0.01%
27,412
+2,281
2124
$1.11M ﹤0.01%
135,671
+16,908
2125
$1.11M ﹤0.01%
11,167
-3,476
83 84
85
86 87