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
2401
$712K ﹤0.01%
25,815
+1,953
2402
$711K ﹤0.01%
47,298
+535
2403
$710K ﹤0.01%
44,886
+11,397
2404
$709K ﹤0.01%
62,471
-64
2405
$708K ﹤0.01%
14,070
-89
2406
$708K ﹤0.01%
30,471
-199
2407
$707K ﹤0.01%
43,287
+2,590
2408
$707K ﹤0.01%
75,960
-1,310
2409
$706K ﹤0.01%
30,161
-994
2410
$706K ﹤0.01%
78,477
+250
2411
$703K ﹤0.01%
63,428
-13,836
2412
$702K ﹤0.01%
70,670
+1,110
2413
$701K ﹤0.01%
33,067
+17,972
2414
$701K ﹤0.01%
28,431
-9,070
2415
$695K ﹤0.01%
16,100
2416
$694K ﹤0.01%
12,352
+443
2417
$693K ﹤0.01%
18,144
+364
2418
$692K ﹤0.01%
72,831
-8,326
2419
$689K ﹤0.01%
23,167
+606
2420
$689K ﹤0.01%
5,527
-70
2421
$688K ﹤0.01%
29,943
+18,276
2422
$688K ﹤0.01%
37,750
-238
2423
$687K ﹤0.01%
22,572
+2,365
2424
$687K ﹤0.01%
6,563
-3,399
2425
$686K ﹤0.01%
30,949
+3,491
95 96
97
98 99