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
2451
$657K ﹤0.01%
8,092
-524
2452
$656K ﹤0.01%
147,157
+1,253
2453
$656K ﹤0.01%
53,369
-1,634
2454
$654K ﹤0.01%
29,928
-420
2455
$653K ﹤0.01%
+13,558
2456
$653K ﹤0.01%
20,105
-4,407
2457
$652K ﹤0.01%
13,594
+677
2458
$649K ﹤0.01%
12,933
+1,516
2459
$647K ﹤0.01%
+28,635
2460
$647K ﹤0.01%
43,955
+7,688
2461
$647K ﹤0.01%
+30,000
2462
$643K ﹤0.01%
40,829
+11,942
2463
$643K ﹤0.01%
14,447
+63
2464
$642K ﹤0.01%
31,625
-5,778
2465
$639K ﹤0.01%
12,874
+354
2466
$635K ﹤0.01%
+57,387
2467
$634K ﹤0.01%
16,957
+1,295
2468
$634K ﹤0.01%
31,073
-657
2469
$633K ﹤0.01%
63,002
+37,055
2470
$632K ﹤0.01%
3,812
+2,478
2471
$632K ﹤0.01%
67,957
+4,530
2472
$631K ﹤0.01%
18,995
-100
2473
$628K ﹤0.01%
13,038
-3,104
2474
$627K ﹤0.01%
71,586
+21,389
2475
$626K ﹤0.01%
46,884
-1,841
97 98
99
100 101