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
$94.1B
AUM Growth
-$1.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,589
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$106M
3
+$72.5M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$72.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$68.8M

Top Sells

1
+$244M
2
+$227M
3
+$112M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$85.9M
5
AAPL icon
Apple
AAPL
+$78.8M

Sector Composition

1 Technology 18.49%
2 Financials 9.84%
3 Industrials 9.63%
4 Healthcare 8.92%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88.3M 0.09%
1,247,884
-6,544
227
$88.3M 0.09%
1,765,301
+327,599
228
$88.1M 0.09%
1,198,539
-50,893
229
$86.2M 0.09%
1,073,142
+363,847
230
$85.4M 0.09%
1,751,978
+268,387
231
$85.4M 0.09%
870,757
+17,326
232
$85.2M 0.09%
484,711
-15,781
233
$84.6M 0.09%
1,002,139
+134,172
234
$82.8M 0.09%
627,047
-389
235
$82.8M 0.09%
860,301
-19,887
236
$82.7M 0.09%
907,190
+452,658
237
$82.6M 0.09%
2,364,000
+9,919
238
$82.6M 0.09%
1,340,781
+61,666
239
$82.5M 0.09%
1,187,517
-329,650
240
$82.1M 0.09%
893,966
-342,966
241
$81.6M 0.09%
1,190,551
+14,021
242
$81.5M 0.09%
682,032
+46,112
243
$78.7M 0.08%
1,555,392
+50,743
244
$78.6M 0.08%
1,809,737
+621,316
245
$77.8M 0.08%
450,737
-43,096
246
$77.7M 0.08%
2,041,657
+918,869
247
$77.6M 0.08%
410,462
+17,431
248
$76.6M 0.08%
1,431,339
+18,444
249
$76.1M 0.08%
1,448,538
+18,397
250
$75.2M 0.08%
757,606
-16,575
8 9
10
11 12