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
2826
$402K ﹤0.01%
3,390
+99
2827
$402K ﹤0.01%
23,603
+6,188
2828
$401K ﹤0.01%
43,171
+1,245
2829
$401K ﹤0.01%
+17,627
2830
$401K ﹤0.01%
24,453
+751
2831
$400K ﹤0.01%
24,705
+1,977
2832
$399K ﹤0.01%
287,400
+5,050
2833
$399K ﹤0.01%
82,537
+9,591
2834
$399K ﹤0.01%
36,772
-686
2835
$398K ﹤0.01%
6,035
-162
2836
$395K ﹤0.01%
32,648
+939
2837
$393K ﹤0.01%
47,555
+8,843
2838
$393K ﹤0.01%
20,628
-6,748
2839
$391K ﹤0.01%
+45,597
2840
$391K ﹤0.01%
39,102
+7,096
2841
$391K ﹤0.01%
5,757
+1,866
2842
$390K ﹤0.01%
32,324
-76,267
2843
$390K ﹤0.01%
100,000
2844
$389K ﹤0.01%
16,868
+985
2845
$389K ﹤0.01%
19,921
-4,714
2846
$388K ﹤0.01%
19,150
2847
$388K ﹤0.01%
63,301
-755
2848
$388K ﹤0.01%
20,408
+1,172
2849
$387K ﹤0.01%
30,319
+10,022
2850
$386K ﹤0.01%
32,910
-580
112 113
114
115 116