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
2626
$547K ﹤0.01%
26,852
+4,523
2627
$545K ﹤0.01%
22,862
+4,859
2628
$544K ﹤0.01%
19,569
-5,433
2629
$543K ﹤0.01%
13,712
+342
2630
$540K ﹤0.01%
28,147
+6,460
2631
$540K ﹤0.01%
4,642
+400
2632
$540K ﹤0.01%
7,402
+81
2633
$538K ﹤0.01%
7,230
+2,071
2634
$538K ﹤0.01%
46,851
+9,027
2635
$536K ﹤0.01%
+11,027
2636
$535K ﹤0.01%
5,821
-555
2637
$535K ﹤0.01%
15,115
+3,587
2638
$534K ﹤0.01%
5,430
+1,089
2639
$534K ﹤0.01%
+70,242
2640
$533K ﹤0.01%
12,183
+1,501
2641
$532K ﹤0.01%
18,500
2642
$532K ﹤0.01%
103,263
+215
2643
$531K ﹤0.01%
97,137
-19,306
2644
$531K ﹤0.01%
9,115
-1,192
2645
$531K ﹤0.01%
33,669
+182
2646
$529K ﹤0.01%
53,440
-663
2647
$528K ﹤0.01%
+19,465
2648
$528K ﹤0.01%
26,555
-3,867
2649
$527K ﹤0.01%
10,381
+340
2650
$526K ﹤0.01%
53,216
-12,862
104 105
106
107 108