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
3351
$48.9K ﹤0.01%
17,049
-496
3352
$48.2K ﹤0.01%
69,265
+2,396
3353
$48K ﹤0.01%
48,000
3354
$47.5K ﹤0.01%
17,579
-189
3355
$47.5K ﹤0.01%
42,000
+6,500
3356
$47.1K ﹤0.01%
16,133
-2,250
3357
$45.3K ﹤0.01%
144,900
+72,400
3358
$44K ﹤0.01%
45,480
-5,386
3359
$43.5K ﹤0.01%
11,000
-72
3360
$41K ﹤0.01%
10,149
3361
$38.9K ﹤0.01%
14,900
+2,500
3362
$38.5K ﹤0.01%
14,111
-35,515
3363
$38.4K ﹤0.01%
13,012
+2,408
3364
$37.4K ﹤0.01%
18,514
+4,487
3365
$36.1K ﹤0.01%
22,564
3366
$34.8K ﹤0.01%
27,373
+1,512
3367
$32.6K ﹤0.01%
+10,000
3368
$31.7K ﹤0.01%
10,861
-246
3369
$29.3K ﹤0.01%
26,400
-1,713
3370
$28.8K ﹤0.01%
13,129
3371
$28K ﹤0.01%
16,849
+66
3372
$27.3K ﹤0.01%
2,079
+13
3373
$26.6K ﹤0.01%
15,050
-15,850
3374
$24.8K ﹤0.01%
21,200
3375
$24.6K ﹤0.01%
+10,000
133 134
135
136 137