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
251
$73.2M 0.08%
934,833
+92,959
252
$73.2M 0.08%
371,525
+3,144
253
$72.8M 0.08%
760,634
-20,050
254
$71.4M 0.08%
508,710
+12,120
255
$71.3M 0.08%
51,547
-506
256
$71M 0.08%
1,088,460
-72,001
257
$71M 0.08%
595,992
-1,906,860
258
$70.9M 0.08%
246,065
+19,755
259
$70.6M 0.08%
168,114
-4,381
260
$70.6M 0.08%
894,069
+17,745
261
$69.6M 0.07%
556,793
-8,972
262
$69.2M 0.07%
687,743
+41,850
263
$68.5M 0.07%
1,180,886
+41,376
264
$68.2M 0.07%
250,132
-14,060
265
$67.7M 0.07%
516,306
-211
266
$67.7M 0.07%
378,535
-15,878
267
$67.3M 0.07%
637,958
-22,516
268
$66.3M 0.07%
600,581
+30,214
269
$65.8M 0.07%
682,500
-28,269
270
$64.8M 0.07%
441,514
-46,169
271
$64.6M 0.07%
365,915
+27,552
272
$64.3M 0.07%
949,919
-23,706
273
$64.3M 0.07%
190,768
+18,062
274
$64.1M 0.07%
294,512
-46,481
275
$64M 0.07%
185,244
-3,957
9 10
11
12 13