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
2901
$341K ﹤0.01%
31,413
-13,093
2902
$341K ﹤0.01%
+5,317
2903
$340K ﹤0.01%
86,739
-79,596
2904
$340K ﹤0.01%
8,655
+324
2905
$339K ﹤0.01%
6,995
+434
2906
$339K ﹤0.01%
7,826
-1,621
2907
$338K ﹤0.01%
+22,180
2908
$338K ﹤0.01%
9,413
-10,833
2909
$337K ﹤0.01%
18,621
-3,024
2910
$336K ﹤0.01%
8,650
-2,628
2911
$336K ﹤0.01%
14,589
-26
2912
$335K ﹤0.01%
38,105
-31
2913
$335K ﹤0.01%
2,484
-1,029
2914
$335K ﹤0.01%
11,296
+415
2915
$334K ﹤0.01%
10,066
+277
2916
$333K ﹤0.01%
4,504
-941
2917
$333K ﹤0.01%
72,867
+10,909
2918
$331K ﹤0.01%
52,905
-11,440
2919
$329K ﹤0.01%
20,712
-1,333
2920
$329K ﹤0.01%
4,036
+83
2921
$328K ﹤0.01%
14,795
-14,796
2922
$327K ﹤0.01%
3,577
-1,038
2923
$326K ﹤0.01%
5,088
+624
2924
$325K ﹤0.01%
3,152
+1,031
2925
$324K ﹤0.01%
7,364
-29
115 116
117
118 119