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
2251
$897K ﹤0.01%
20,733
+5,781
2252
$896K ﹤0.01%
14,040
+4,259
2253
$894K ﹤0.01%
18,610
-506
2254
$894K ﹤0.01%
21,400
2255
$893K ﹤0.01%
13,797
+4
2256
$892K ﹤0.01%
53,853
+503
2257
$891K ﹤0.01%
22,194
-1,069
2258
$891K ﹤0.01%
12,559
+1,730
2259
$889K ﹤0.01%
+29,649
2260
$883K ﹤0.01%
11,706
-1,991
2261
$883K ﹤0.01%
146,688
+929
2262
$883K ﹤0.01%
5,333
+2,856
2263
$883K ﹤0.01%
8,656
-2,382
2264
$883K ﹤0.01%
20,180
-5,399
2265
$882K ﹤0.01%
20,780
+1,820
2266
$880K ﹤0.01%
55,201
+171
2267
$877K ﹤0.01%
20,847
+2,684
2268
$876K ﹤0.01%
14,546
-248
2269
$875K ﹤0.01%
5,703
-87
2270
$872K ﹤0.01%
14,822
-327
2271
$872K ﹤0.01%
41,454
+115
2272
$872K ﹤0.01%
32,650
+6,261
2273
$871K ﹤0.01%
80,108
+13,870
2274
$869K ﹤0.01%
14,846
-10,831
2275
$869K ﹤0.01%
18,297
+2,223
89 90
91
92 93