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
2126
$1.11M ﹤0.01%
22,842
2127
$1.11M ﹤0.01%
8,542
+534
2128
$1.1M ﹤0.01%
+25,170
2129
$1.1M ﹤0.01%
12,821
+1,220
2130
$1.1M ﹤0.01%
35,043
-59,763
2131
$1.09M ﹤0.01%
12,697
-449
2132
$1.09M ﹤0.01%
28,398
-20,602
2133
$1.09M ﹤0.01%
70,930
-5,638
2134
$1.09M ﹤0.01%
51,627
+474
2135
$1.09M ﹤0.01%
36,931
-29,961
2136
$1.09M ﹤0.01%
76,681
-1,562
2137
$1.08M ﹤0.01%
157,283
-5,645
2138
$1.08M ﹤0.01%
186,397
-19,905
2139
$1.08M ﹤0.01%
23,101
+5,725
2140
$1.08M ﹤0.01%
195,759
+15,881
2141
$1.08M ﹤0.01%
43,164
-65,387
2142
$1.07M ﹤0.01%
23,033
-3,983
2143
$1.07M ﹤0.01%
+33,678
2144
$1.07M ﹤0.01%
65,566
-7,655
2145
$1.06M ﹤0.01%
75,709
-3,216
2146
$1.06M ﹤0.01%
559,810
+50,153
2147
$1.06M ﹤0.01%
40,868
-237,195
2148
$1.06M ﹤0.01%
20,345
-708
2149
$1.05M ﹤0.01%
130,402
+13,467
2150
$1.05M ﹤0.01%
9,094
+621
84 85
86
87 88