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
2301
$838K ﹤0.01%
20,545
-9,300
2302
$837K ﹤0.01%
16,802
-550
2303
$837K ﹤0.01%
26,383
-13
2304
$835K ﹤0.01%
16,758
+2,788
2305
$834K ﹤0.01%
19,328
+596
2306
$834K ﹤0.01%
76,267
-2,579
2307
$830K ﹤0.01%
28,939
+1,982
2308
$828K ﹤0.01%
18,411
-14,910
2309
$827K ﹤0.01%
19,056
-961
2310
$818K ﹤0.01%
336,472
+108,006
2311
$818K ﹤0.01%
15,996
+3,214
2312
$817K ﹤0.01%
20,772
+2,013
2313
$815K ﹤0.01%
43,734
+25,822
2314
$814K ﹤0.01%
16,270
-3
2315
$813K ﹤0.01%
9,272
+130
2316
$813K ﹤0.01%
+13,167
2317
$808K ﹤0.01%
60,999
+12,011
2318
$808K ﹤0.01%
+39,973
2319
$805K ﹤0.01%
101,400
-19,000
2320
$805K ﹤0.01%
119,781
-1,003
2321
$805K ﹤0.01%
33,427
+21,003
2322
$803K ﹤0.01%
12,800
-2,096
2323
$803K ﹤0.01%
85,014
+13,559
2324
$802K ﹤0.01%
10,109
-173
2325
$801K ﹤0.01%
170,056
-5,421
91 92
93
94 95