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
2851
$386K ﹤0.01%
30,500
-75
2852
$386K ﹤0.01%
+8,654
2853
$385K ﹤0.01%
14,489
+68
2854
$381K ﹤0.01%
39,505
+1,600
2855
$381K ﹤0.01%
+4,199
2856
$381K ﹤0.01%
27,374
+15,908
2857
$379K ﹤0.01%
19,262
+4,132
2858
$378K ﹤0.01%
5,474
+767
2859
$378K ﹤0.01%
7,825
-528
2860
$378K ﹤0.01%
22,993
+4,202
2861
$377K ﹤0.01%
10,438
-968
2862
$377K ﹤0.01%
17,266
+794
2863
$376K ﹤0.01%
13,252
+222
2864
$374K ﹤0.01%
17,443
-19,387
2865
$374K ﹤0.01%
39,019
-1,014
2866
$374K ﹤0.01%
6,298
+2,607
2867
$373K ﹤0.01%
3,578
-1,065
2868
$370K ﹤0.01%
19,795
-4,607
2869
$369K ﹤0.01%
+8,268
2870
$367K ﹤0.01%
97,877
+192
2871
$366K ﹤0.01%
14,333
+45
2872
$366K ﹤0.01%
17,930
-400
2873
$365K ﹤0.01%
+13,168
2874
$365K ﹤0.01%
22,882
+7,629
2875
$365K ﹤0.01%
15,968
+287
113 114
115
116 117