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
2576
$593K ﹤0.01%
9,636
+3,129
2577
$592K ﹤0.01%
44,274
+9,697
2578
$592K ﹤0.01%
31,038
+5,003
2579
$591K ﹤0.01%
47,894
+9,847
2580
$591K ﹤0.01%
55,768
-400
2581
$590K ﹤0.01%
13,516
+3,883
2582
$590K ﹤0.01%
39,121
-2,750
2583
$590K ﹤0.01%
18,946
+1,794
2584
$587K ﹤0.01%
21,961
+2,114
2585
$587K ﹤0.01%
14,384
+4,019
2586
$585K ﹤0.01%
17,095
+10
2587
$585K ﹤0.01%
19,188
+11,071
2588
$584K ﹤0.01%
19,494
-7,119
2589
$583K ﹤0.01%
10,113
+1,009
2590
$582K ﹤0.01%
88,803
+1,137
2591
$581K ﹤0.01%
7,633
-3,628
2592
$581K ﹤0.01%
8,891
+15
2593
$581K ﹤0.01%
74,831
-20,000
2594
$581K ﹤0.01%
12,889
-3,600
2595
$580K ﹤0.01%
23,101
-1,000
2596
$579K ﹤0.01%
20,242
-2,041
2597
$576K ﹤0.01%
24,443
-750
2598
$575K ﹤0.01%
13,605
-71,743
2599
$575K ﹤0.01%
22,674
-215,373
2600
$574K ﹤0.01%
7,278
-69
102 103
104
105 106