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
2276
$867K ﹤0.01%
59,605
+438
2277
$866K ﹤0.01%
17,910
+630
2278
$866K ﹤0.01%
10,569
-511
2279
$865K ﹤0.01%
194,882
+12,560
2280
$865K ﹤0.01%
9,001
+3,264
2281
$864K ﹤0.01%
45,377
2282
$863K ﹤0.01%
27,758
-9,952
2283
$859K ﹤0.01%
75,505
-974
2284
$857K ﹤0.01%
28,742
+537
2285
$857K ﹤0.01%
159,241
+11,220
2286
$855K ﹤0.01%
26,782
+189
2287
$854K ﹤0.01%
+21,748
2288
$854K ﹤0.01%
12,899
+287
2289
$853K ﹤0.01%
21,051
+4,928
2290
$851K ﹤0.01%
62,143
+11,969
2291
$851K ﹤0.01%
+23,768
2292
$851K ﹤0.01%
31,433
-22,155
2293
$848K ﹤0.01%
9,092
-18
2294
$847K ﹤0.01%
60,915
-255
2295
$845K ﹤0.01%
9,836
-385
2296
$844K ﹤0.01%
125,537
+82,398
2297
$842K ﹤0.01%
13,548
-854
2298
$841K ﹤0.01%
18,639
-315
2299
$839K ﹤0.01%
23,688
+471
2300
$838K ﹤0.01%
17,555
+1,975
90 91
92
93 94