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
201
$90.6M 0.1%
5,756,687
+9,068
202
$89.9M 0.1%
517,240
+57,429
203
$89.8M 0.1%
731,034
+31,304
204
$89.7M 0.1%
497,096
+30,596
205
$89.1M 0.1%
654,753
+2,144
206
$88.9M 0.1%
2,696,853
+428,177
207
$88.5M 0.1%
276,200
+2,545
208
$88.2M 0.1%
954,138
+43,693
209
$88.1M 0.1%
1,567,589
+364,483
210
$87.9M 0.1%
972,952
+22,599
211
$87.5M 0.1%
57,897
+13,407
212
$87.4M 0.1%
1,304,848
+163,255
213
$87.2M 0.1%
539,378
-7,167
214
$86.7M 0.1%
1,198,194
-71,244
215
$85.3M 0.1%
1,700,444
-46,489
216
$85.3M 0.1%
1,069,899
-6,203
217
$84.4M 0.1%
133
218
$84.2M 0.1%
540,080
-6,909
219
$81.4M 0.09%
1,077,988
+39,479
220
$80.8M 0.09%
97,828
+20,070
221
$79.9M 0.09%
1,387,612
+793,620
222
$79.6M 0.09%
452,734
+52,196
223
$79.4M 0.09%
280,862
+2,876
224
$79.3M 0.09%
810,103
-50,126
225
$78.3M 0.09%
954,431
+6,810
7 8
9
10 11