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
301
$58.5M 0.06%
352,104
-15,119
302
$58.4M 0.06%
793,083
-45,289
303
$58.4M 0.06%
580,117
+68,422
304
$57.8M 0.06%
2,307,178
+636,065
305
$57.6M 0.06%
1,109,643
+17,782
306
$57.5M 0.06%
144,087
-5,239
307
$57.2M 0.06%
446,151
+1,970
308
$57.1M 0.06%
842,555
+92,653
309
$56.9M 0.06%
185,512
-61,739
310
$56.5M 0.06%
473,173
+23,730
311
$56.5M 0.06%
1,228,200
+35,335
312
$55.9M 0.06%
2,524,654
+191,252
313
$55.9M 0.06%
709,416
-57,893
314
$55.7M 0.06%
210,576
+20,700
315
$55.7M 0.06%
228,662
-18,156
316
$55.7M 0.06%
12,088
+275
317
$55.7M 0.06%
931,308
+95,741
318
$55.3M 0.06%
447,485
+76,399
319
$55.1M 0.06%
213,146
+6,278
320
$53.6M 0.06%
514,208
-16,162
321
$52.1M 0.06%
741,874
+52,568
322
$51.9M 0.06%
106,991
-17,853
323
$51.7M 0.06%
1,366,145
-108,406
324
$51.7M 0.06%
101,696
-1,733
325
$51.5M 0.05%
668,705
-5,790
11 12
13
14 15