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
2776
$433K ﹤0.01%
14,509
-70
2777
$433K ﹤0.01%
31,900
-85
2778
$433K ﹤0.01%
37,638
-3,859
2779
$432K ﹤0.01%
14,628
+7,679
2780
$431K ﹤0.01%
7,352
+1,602
2781
$431K ﹤0.01%
14,854
-18,517
2782
$430K ﹤0.01%
76,762
+12,510
2783
$429K ﹤0.01%
8,024
-1,085
2784
$429K ﹤0.01%
5,790
+47
2785
$429K ﹤0.01%
7,022
-677
2786
$428K ﹤0.01%
7,774
-340
2787
$428K ﹤0.01%
4,851
+116
2788
$428K ﹤0.01%
26,005
+3,828
2789
$427K ﹤0.01%
13,941
-9,841
2790
$427K ﹤0.01%
+17,599
2791
$427K ﹤0.01%
16,082
+1,115
2792
$427K ﹤0.01%
8,988
+747
2793
$426K ﹤0.01%
35,931
+1,359
2794
$425K ﹤0.01%
67,957
+9,042
2795
$425K ﹤0.01%
32,231
-886
2796
$424K ﹤0.01%
3,888
-124
2797
$424K ﹤0.01%
38,865
-3,070
2798
$422K ﹤0.01%
13,625
+483
2799
$421K ﹤0.01%
17,210
+1,205
2800
$421K ﹤0.01%
6,579
-1,924
110 111
112
113 114