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
2376
$751K ﹤0.01%
65,206
-2,892
2377
$750K ﹤0.01%
71,928
-22,495
2378
$746K ﹤0.01%
70,035
-2,200
2379
$746K ﹤0.01%
56,676
+6,204
2380
$741K ﹤0.01%
16,137
-700
2381
$741K ﹤0.01%
32,455
-28
2382
$741K ﹤0.01%
37,047
-1,260
2383
$741K ﹤0.01%
62,729
+2,838
2384
$740K ﹤0.01%
81,397
+24,219
2385
$739K ﹤0.01%
85,839
-2,548
2386
$739K ﹤0.01%
19,004
+1,428
2387
$738K ﹤0.01%
66,337
-53,148
2388
$737K ﹤0.01%
17,589
+515
2389
$735K ﹤0.01%
61,768
+11,432
2390
$731K ﹤0.01%
23,119
-44,283
2391
$730K ﹤0.01%
54,824
+16,384
2392
$727K ﹤0.01%
60,976
+936
2393
$726K ﹤0.01%
36,654
-86,621
2394
$725K ﹤0.01%
44,513
+184
2395
$723K ﹤0.01%
140,131
-25,957
2396
$717K ﹤0.01%
38,389
+2,235
2397
$715K ﹤0.01%
13,279
+2,769
2398
$714K ﹤0.01%
73,439
-1,220
2399
$713K ﹤0.01%
10,115
-2,818
2400
$713K ﹤0.01%
15,064
+5,042
94 95
96
97 98