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
3526
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-8,367
3527
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-223,393
3528
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-39,688
3529
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-3,536
3530
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-14,200
3531
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-5,740
3532
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-1,000
3533
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-12,640
3534
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-12,300
3535
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-27,292
3536
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-6,589
3537
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-10,500
3538
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-2,454
3539
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-21,449
3540
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-59,435
3541
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-15,397
3542
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-61,797
3543
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-52,999
3544
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-4,243
3545
– –
-8,947
138 139 140 141
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