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
2176
$1.02M ﹤0.01%
93,934
-113,330
2177
$1.02M ﹤0.01%
45,405
+3,412
2178
$1.02M ﹤0.01%
77,793
-1,281
2179
$1.01M ﹤0.01%
11,681
-894
2180
$1.01M ﹤0.01%
190,962
-3,658
2181
$1.01M ﹤0.01%
20,457
+2,251
2182
$1M ﹤0.01%
8,339
+692
2183
$1M ﹤0.01%
681,918
+240,265
2184
$1M ﹤0.01%
6,458
+1,947
2185
$1M ﹤0.01%
5,440
-189
2186
$1,000K ﹤0.01%
48,782
-501
2187
$995K ﹤0.01%
44,421
+2,272
2188
$994K ﹤0.01%
124,902
-2,998
2189
$993K ﹤0.01%
22,452
+16,372
2190
$993K ﹤0.01%
45,621
-1,233
2191
$988K ﹤0.01%
12,919
-671
2192
$988K ﹤0.01%
14,303
+2,097
2193
$987K ﹤0.01%
62,489
+1,488
2194
$986K ﹤0.01%
27,699
+6,323
2195
$985K ﹤0.01%
17,739
-3,505
2196
$977K ﹤0.01%
20,281
-11,804
2197
$971K ﹤0.01%
7,655
+37
2198
$971K ﹤0.01%
37,728
+1,065
2199
$970K ﹤0.01%
18,626
+899
2200
$968K ﹤0.01%
31,311
+6,640
86 87
88
89 90