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
2976
$295K ﹤0.01%
1,824
+417
2977
$294K ﹤0.01%
5,700
-300
2978
$294K ﹤0.01%
+8,138
2979
$294K ﹤0.01%
5,154
2980
$293K ﹤0.01%
6,687
+580
2981
$293K ﹤0.01%
+3,653
2982
$292K ﹤0.01%
+11,030
2983
$292K ﹤0.01%
8,239
+479
2984
$291K ﹤0.01%
1,219
-212
2985
$291K ﹤0.01%
9,382
+502
2986
$290K ﹤0.01%
+4,033
2987
$290K ﹤0.01%
+3,064
2988
$290K ﹤0.01%
+4,360
2989
$289K ﹤0.01%
13,519
+745
2990
$289K ﹤0.01%
4,512
+71
2991
$289K ﹤0.01%
+6,653
2992
$288K ﹤0.01%
+20,325
2993
$287K ﹤0.01%
6,668
2994
$287K ﹤0.01%
8,342
+3,376
2995
$286K ﹤0.01%
22,566
-5,775
2996
$285K ﹤0.01%
+3,293
2997
$285K ﹤0.01%
+7,605
2998
$284K ﹤0.01%
22,165
-2,051
2999
$283K ﹤0.01%
+5,600
3000
$283K ﹤0.01%
6,669
-899
118 119
120
121 122