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
2351
$768K ﹤0.01%
74,213
+950
2352
$767K ﹤0.01%
9,988
+122
2353
$766K ﹤0.01%
8,783
-21
2354
$766K ﹤0.01%
7,939
+1,275
2355
$766K ﹤0.01%
139,464
+20,384
2356
$766K ﹤0.01%
64,017
+21,497
2357
$765K ﹤0.01%
25,235
-1,987
2358
$765K ﹤0.01%
6,659
-263
2359
$764K ﹤0.01%
37,329
-440
2360
$764K ﹤0.01%
7,136
-16
2361
$763K ﹤0.01%
17,214
+5,084
2362
$762K ﹤0.01%
16,558
+11
2363
$762K ﹤0.01%
72,435
+2,410
2364
$760K ﹤0.01%
9,065
+185
2365
$759K ﹤0.01%
6,754
-263
2366
$759K ﹤0.01%
22,134
+1,321
2367
$759K ﹤0.01%
+9,441
2368
$759K ﹤0.01%
4,530
-10,644
2369
$758K ﹤0.01%
13,177
-12,933
2370
$757K ﹤0.01%
13,845
-1,894
2371
$757K ﹤0.01%
+27,967
2372
$756K ﹤0.01%
4,855
+961
2373
$756K ﹤0.01%
10,467
-1,846
2374
$753K ﹤0.01%
30,668
-11,216
2375
$752K ﹤0.01%
148,300
+36,600
93 94
95
96 97