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
2876
$364K ﹤0.01%
9,123
-363
2877
$363K ﹤0.01%
45,836
-30,575
2878
$362K ﹤0.01%
39,382
+1,333
2879
$362K ﹤0.01%
8,633
-92
2880
$362K ﹤0.01%
+58,000
2881
$358K ﹤0.01%
23,933
+4,074
2882
$357K ﹤0.01%
95,593
2883
$356K ﹤0.01%
4,083
+1,146
2884
$354K ﹤0.01%
7,794
-121
2885
$353K ﹤0.01%
34,605
-2,108
2886
$352K ﹤0.01%
23,862
-238
2887
$352K ﹤0.01%
15,404
-1,590
2888
$351K ﹤0.01%
+122,701
2889
$350K ﹤0.01%
60,730
-1,465
2890
$350K ﹤0.01%
8,921
2891
$350K ﹤0.01%
9,965
+136
2892
$349K ﹤0.01%
40,302
+15,518
2893
$348K ﹤0.01%
4,333
+944
2894
$347K ﹤0.01%
40,416
+9,168
2895
$346K ﹤0.01%
4,316
-187
2896
$345K ﹤0.01%
265,577
+5,092
2897
$345K ﹤0.01%
6,958
-20,107
2898
$345K ﹤0.01%
13,413
+114
2899
$344K ﹤0.01%
52,256
+17,350
2900
$342K ﹤0.01%
24,847
-58,391
114 115
116
117 118