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
3276
$116K ﹤0.01%
241,720
3277
$114K ﹤0.01%
99,500
+2,000
3278
$114K ﹤0.01%
100,000
+3,708
3279
$114K ﹤0.01%
71,680
+10,022
3280
$114K ﹤0.01%
11,440
3281
$113K ﹤0.01%
78,250
3282
$113K ﹤0.01%
42,121
+448
3283
$112K ﹤0.01%
80,096
+3,150
3284
$111K ﹤0.01%
16,574
+612
3285
$110K ﹤0.01%
13,228
-33
3286
$110K ﹤0.01%
46,109
-1,742
3287
$109K ﹤0.01%
+17,398
3288
$109K ﹤0.01%
10,146
-2,000
3289
$109K ﹤0.01%
39,754
+4,064
3290
$107K ﹤0.01%
14,137
-8,383
3291
$106K ﹤0.01%
19,239
-2,046
3292
$105K ﹤0.01%
13,243
+435
3293
$104K ﹤0.01%
10,941
+68
3294
$103K ﹤0.01%
+10,467
3295
$103K ﹤0.01%
10,355
+42
3296
$100K ﹤0.01%
16,668
-1,156
3297
$98.6K ﹤0.01%
+11,779
3298
$97.5K ﹤0.01%
12,108
+353
3299
$96.6K ﹤0.01%
19,162
+4,430
3300
$89K ﹤0.01%
+10,083
130 131
132
133 134