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
2151
$1.05M ﹤0.01%
29,877
-10,954
2152
$1.05M ﹤0.01%
78,711
-23,845
2153
$1.05M ﹤0.01%
27,898
-200
2154
$1.05M ﹤0.01%
+44,298
2155
$1.05M ﹤0.01%
105,386
-2,000
2156
$1.05M ﹤0.01%
39,792
+31,522
2157
$1.05M ﹤0.01%
40,950
-1,316
2158
$1.04M ﹤0.01%
47,628
+1,719
2159
$1.04M ﹤0.01%
74,708
-181,508
2160
$1.04M ﹤0.01%
16,257
+313
2161
$1.04M ﹤0.01%
360,638
-38,871
2162
$1.04M ﹤0.01%
14,368
+3,500
2163
$1.04M ﹤0.01%
67,463
-49
2164
$1.04M ﹤0.01%
36,701
-4,457
2165
$1.04M ﹤0.01%
31,275
-3,165
2166
$1.04M ﹤0.01%
12,227
+1,953
2167
$1.03M ﹤0.01%
24,480
-690
2168
$1.03M ﹤0.01%
19,191
+2,142
2169
$1.03M ﹤0.01%
31,343
-1,063
2170
$1.03M ﹤0.01%
22,669
+5,217
2171
$1.03M ﹤0.01%
+45,337
2172
$1.03M ﹤0.01%
49,660
-168,468
2173
$1.02M ﹤0.01%
45,712
-779
2174
$1.02M ﹤0.01%
36,772
+5,285
2175
$1.02M ﹤0.01%
56,745
+2,545
85 86
87
88 89