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
2326
$801K ﹤0.01%
16,776
-2,540
2327
$800K ﹤0.01%
205,200
-63,590
2328
$799K ﹤0.01%
17,187
+700
2329
$799K ﹤0.01%
22,055
-900
2330
$796K ﹤0.01%
35,112
-602
2331
$796K ﹤0.01%
5,764
-49
2332
$794K ﹤0.01%
16,964
+194
2333
$793K ﹤0.01%
31,058
+9,527
2334
$791K ﹤0.01%
45,743
-15,615
2335
$791K ﹤0.01%
36,806
+2,371
2336
$789K ﹤0.01%
28,550
+4,191
2337
$787K ﹤0.01%
35,124
+3,266
2338
$785K ﹤0.01%
16,983
-1,109
2339
$779K ﹤0.01%
268,725
+63,594
2340
$778K ﹤0.01%
47,567
-1,228
2341
$778K ﹤0.01%
51,635
+535
2342
$777K ﹤0.01%
+35,328
2343
$775K ﹤0.01%
21,152
-62
2344
$775K ﹤0.01%
18,058
+7,615
2345
$774K ﹤0.01%
22,525
+15,060
2346
$773K ﹤0.01%
15,231
+1,781
2347
$772K ﹤0.01%
85,734
+2,612
2348
$770K ﹤0.01%
64,736
-14,309
2349
$770K ﹤0.01%
46,870
-4,640
2350
$768K ﹤0.01%
6,835
-1,141
92 93
94
95 96