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
276
$63.8M 0.07%
897,083
+7,520
277
$63.3M 0.07%
706,065
-173,184
278
$62.2M 0.07%
315,169
+13,755
279
$61.9M 0.07%
1,050,945
-240,628
280
$61.7M 0.07%
2,207,945
+17,314
281
$61.7M 0.07%
292,243
-8,858
282
$61.6M 0.07%
1,240,481
+12,032
283
$61.4M 0.07%
278,263
-3,181
284
$61.3M 0.07%
198,322
+1,663
285
$61.3M 0.07%
187,258
+21,967
286
$60.7M 0.06%
546,198
-4,312
287
$60.6M 0.06%
366,181
+13,114
288
$60.5M 0.06%
1,216,429
+248,915
289
$60.4M 0.06%
780,197
+92,191
290
$60.3M 0.06%
2,113,089
-210,463
291
$60.1M 0.06%
322,604
+6,662
292
$59.8M 0.06%
112,150
+6,976
293
$59.8M 0.06%
95,393
-1,058
294
$59.7M 0.06%
997,938
+55,317
295
$59.6M 0.06%
774,664
+32,370
296
$59.5M 0.06%
657,152
+11,830
297
$59.1M 0.06%
754,983
+3,000
298
$59.1M 0.06%
1,009,852
-20,589
299
$59M 0.06%
115,163
-871
300
$58.7M 0.06%
945,885
+6,874
10 11
12
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