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
2201
$966K ﹤0.01%
10,228
-301
2202
$963K ﹤0.01%
23,754
-78
2203
$962K ﹤0.01%
17,277
-1,025
2204
$961K ﹤0.01%
26,201
+829
2205
$961K ﹤0.01%
27,211
+400
2206
$960K ﹤0.01%
11,619
+111
2207
$960K ﹤0.01%
204,184
-307,313
2208
$959K ﹤0.01%
30,537
-1,973
2209
$957K ﹤0.01%
86,088
+47,993
2210
$956K ﹤0.01%
17,770
-5,763
2211
$955K ﹤0.01%
150,630
+16,989
2212
$955K ﹤0.01%
87,668
+6,205
2213
$955K ﹤0.01%
22,175
+1,294
2214
$954K ﹤0.01%
18,957
+4,335
2215
$953K ﹤0.01%
4,532
+100
2216
$944K ﹤0.01%
61,345
-1,901
2217
$940K ﹤0.01%
90,862
-8,657
2218
$936K ﹤0.01%
40,932
+1,491
2219
$936K ﹤0.01%
17,078
+79
2220
$930K ﹤0.01%
36,570
+1,914
2221
$929K ﹤0.01%
12,267
+3,954
2222
$927K ﹤0.01%
77,508
+2,386
2223
$924K ﹤0.01%
35,196
-19,685
2224
$924K ﹤0.01%
13,073
+90
2225
$923K ﹤0.01%
96,899
-8,621
87 88
89
90 91