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
2676
$502K ﹤0.01%
90,212
-13,161
2677
$502K ﹤0.01%
9,890
+78
2678
$502K ﹤0.01%
13,933
-755
2679
$502K ﹤0.01%
+26,046
2680
$502K ﹤0.01%
6,626
-842
2681
$502K ﹤0.01%
52,573
-37,940
2682
$501K ﹤0.01%
62,209
+2,795
2683
$501K ﹤0.01%
49,926
+5,898
2684
$501K ﹤0.01%
16,890
+1,169
2685
$500K ﹤0.01%
19,425
+1,381
2686
$498K ﹤0.01%
22,159
-1,541
2687
$498K ﹤0.01%
321,377
+8,288
2688
$498K ﹤0.01%
7,847
-3,761
2689
$496K ﹤0.01%
12,127
-209
2690
$495K ﹤0.01%
17,449
+1,912
2691
$492K ﹤0.01%
+99,891
2692
$492K ﹤0.01%
39,224
-3,253
2693
$492K ﹤0.01%
947
+8
2694
$490K ﹤0.01%
3,532
+139
2695
$490K ﹤0.01%
+25,543
2696
$489K ﹤0.01%
394,630
-605,216
2697
$489K ﹤0.01%
8,150
+3,940
2698
$487K ﹤0.01%
13,202
+1,011
2699
$487K ﹤0.01%
13,132
-1,377
2700
$486K ﹤0.01%
35,925
+22,312
106 107
108
109 110