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
2226
$923K ﹤0.01%
25,575
-22,555
2227
$921K ﹤0.01%
215,280
-296,304
2228
$921K ﹤0.01%
49,058
+8
2229
$921K ﹤0.01%
11,759
-3,907
2230
$920K ﹤0.01%
+31,613
2231
$915K ﹤0.01%
40,169
+17,537
2232
$915K ﹤0.01%
21,995
-7,769
2233
$915K ﹤0.01%
56,719
+743
2234
$914K ﹤0.01%
5,964
+169
2235
$913K ﹤0.01%
31,452
-4,661
2236
$911K ﹤0.01%
14,330
+2,441
2237
$911K ﹤0.01%
145,014
-102
2238
$910K ﹤0.01%
+2,515
2239
$907K ﹤0.01%
+20,612
2240
$907K ﹤0.01%
10,806
+243
2241
$905K ﹤0.01%
34,892
-467
2242
$905K ﹤0.01%
4,593
+401
2243
$905K ﹤0.01%
45,709
-87,299
2244
$905K ﹤0.01%
49,818
-339
2245
$904K ﹤0.01%
53,467
+7,944
2246
$902K ﹤0.01%
47,868
-6,874
2247
$901K ﹤0.01%
13,964
+1,225
2248
$900K ﹤0.01%
21,198
-1,404
2249
$900K ﹤0.01%
7,818
-147
2250
$900K ﹤0.01%
45,274
-43,499
88 89
90
91 92