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
3301
$87.8K ﹤0.01%
32,504
-5,080
3302
$86.3K ﹤0.01%
13,715
+2,700
3303
$86K ﹤0.01%
10,804
-2,577
3304
$85.9K ﹤0.01%
14,935
+179
3305
$85.6K ﹤0.01%
57,457
-33,400
3306
$84.1K ﹤0.01%
+11,440
3307
$84.1K ﹤0.01%
13,015
+264
3308
$84K ﹤0.01%
+20,200
3309
$82.9K ﹤0.01%
+13,309
3310
$79.7K ﹤0.01%
12,095
+1,511
3311
$79.5K ﹤0.01%
80,600
-8,900
3312
$78.6K ﹤0.01%
18,814
-662
3313
$77.1K ﹤0.01%
15,231
-200
3314
$76.2K ﹤0.01%
52,223
-67
3315
$75.7K ﹤0.01%
+15,421
3316
$75.6K ﹤0.01%
39,163
-179
3317
$74.9K ﹤0.01%
123,850
-15,500
3318
$71.3K ﹤0.01%
+18,091
3319
$70.3K ﹤0.01%
59,532
-7,999
3320
$68.8K ﹤0.01%
20,343
+201
3321
$68.6K ﹤0.01%
49,554
+7,928
3322
$68.2K ﹤0.01%
20,348
-27
3323
$66.7K ﹤0.01%
29,276
+3,249
3324
$66.3K ﹤0.01%
26,403
+12,125
3325
$65.6K ﹤0.01%
12,006
131 132
133
134 135