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
2601
$574K ﹤0.01%
8,942
-612
2602
$574K ﹤0.01%
144,097
+15
2603
$573K ﹤0.01%
10,848
-225
2604
$572K ﹤0.01%
4,830
+133
2605
$571K ﹤0.01%
10,449
+179
2606
$571K ﹤0.01%
52,373
+1,000
2607
$570K ﹤0.01%
10,646
+4,630
2608
$569K ﹤0.01%
9,157
-11,027
2609
$568K ﹤0.01%
20,082
-9,036
2610
$568K ﹤0.01%
+14,776
2611
$567K ﹤0.01%
49,168
+6,244
2612
$565K ﹤0.01%
12,878
-18,316
2613
$565K ﹤0.01%
54,130
+8,514
2614
$564K ﹤0.01%
17,906
-3,254
2615
$562K ﹤0.01%
13,614
+1,188
2616
$561K ﹤0.01%
12,878
2617
$560K ﹤0.01%
22,410
+63
2618
$559K ﹤0.01%
67,995
+7,007
2619
$557K ﹤0.01%
3,880
+177
2620
$554K ﹤0.01%
56,348
-3,085
2621
$553K ﹤0.01%
65,321
-877
2622
$551K ﹤0.01%
18,278
+300
2623
$549K ﹤0.01%
+40,600
2624
$549K ﹤0.01%
164,824
-45,175
2625
$547K ﹤0.01%
12,308
103 104
105
106 107