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
2551
$614K ﹤0.01%
8,668
-2,110
2552
$613K ﹤0.01%
9,841
+251
2553
$612K ﹤0.01%
53,588
+6,015
2554
$611K ﹤0.01%
5,937
-184
2555
$611K ﹤0.01%
27,598
+581
2556
$610K ﹤0.01%
9,555
-514
2557
$609K ﹤0.01%
76,038
+39,209
2558
$608K ﹤0.01%
14,957
-1,414
2559
$608K ﹤0.01%
54,426
-634
2560
$605K ﹤0.01%
112,323
-3,350
2561
$605K ﹤0.01%
16,431
+9,939
2562
$605K ﹤0.01%
8,145
-1,174
2563
$604K ﹤0.01%
19,883
-1,209
2564
$602K ﹤0.01%
4,733
-206
2565
$601K ﹤0.01%
17,026
+1,831
2566
$600K ﹤0.01%
24,603
-2,453
2567
$600K ﹤0.01%
624
+1
2568
$598K ﹤0.01%
+18,018
2569
$597K ﹤0.01%
44,059
+9,898
2570
$597K ﹤0.01%
+8,358
2571
$597K ﹤0.01%
7,919
+2,579
2572
$597K ﹤0.01%
17,940
-1,368
2573
$595K ﹤0.01%
15,962
+307
2574
$595K ﹤0.01%
16,075
2575
$594K ﹤0.01%
40,537
-2,122
101 102
103
104 105