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
3176
$207K ﹤0.01%
8,548
-150
3177
$207K ﹤0.01%
5,661
3178
$207K ﹤0.01%
+3,074
3179
$206K ﹤0.01%
+46,891
3180
$204K ﹤0.01%
10,464
-4,518
3181
$204K ﹤0.01%
+4,426
3182
$204K ﹤0.01%
+7,863
3183
$203K ﹤0.01%
3,024
-381
3184
$203K ﹤0.01%
11,643
-74
3185
$203K ﹤0.01%
+4,018
3186
$202K ﹤0.01%
+14,290
3187
$202K ﹤0.01%
+7,488
3188
$201K ﹤0.01%
100,000
3189
$200K ﹤0.01%
41,066
-1,293
3190
$198K ﹤0.01%
16,750
-24,100
3191
$197K ﹤0.01%
24,956
-18,993
3192
$197K ﹤0.01%
+10,795
3193
$196K ﹤0.01%
19,645
-3,440
3194
$196K ﹤0.01%
21,322
+861
3195
$196K ﹤0.01%
18,604
+7
3196
$196K ﹤0.01%
10,265
+310
3197
$196K ﹤0.01%
14,642
-738
3198
$195K ﹤0.01%
15,200
-1,850
3199
$192K ﹤0.01%
16,423
+135
3200
$190K ﹤0.01%
+10,094
126 127
128
129 130