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
2426
$682K ﹤0.01%
46,841
+6,853
2427
$682K ﹤0.01%
5,359
+2,146
2428
$681K ﹤0.01%
9,099
-1,252
2429
$680K ﹤0.01%
16,492
+467
2430
$679K ﹤0.01%
12,258
-155
2431
$679K ﹤0.01%
7,205
-5,113
2432
$678K ﹤0.01%
122,755
+8,362
2433
$677K ﹤0.01%
8,821
+2,348
2434
$676K ﹤0.01%
56,354
+3,682
2435
$676K ﹤0.01%
11,949
-2,325
2436
$675K ﹤0.01%
20,594
+11,898
2437
$675K ﹤0.01%
30,332
+1,418
2438
$674K ﹤0.01%
7,551
-305
2439
$673K ﹤0.01%
34,515
-641
2440
$671K ﹤0.01%
+22,885
2441
$670K ﹤0.01%
56,050
-5,262
2442
$670K ﹤0.01%
10,510
-611
2443
$665K ﹤0.01%
57,806
-24,715
2444
$663K ﹤0.01%
9,871
-2,848
2445
$661K ﹤0.01%
36,220
-436
2446
$661K ﹤0.01%
12,572
+1,394
2447
$661K ﹤0.01%
32,812
-4,224
2448
$661K ﹤0.01%
11,672
+609
2449
$660K ﹤0.01%
82,226
-35,631
2450
$659K ﹤0.01%
50,990
+163
96 97
98
99 100