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
351
$44.2M 0.05%
540,129
+22,677
352
$43.3M 0.05%
765,052
-40,458
353
$43.2M 0.05%
98,669
+3,160
354
$43M 0.05%
854,910
+196,050
355
$42.8M 0.05%
131,485
+9,684
356
$42.7M 0.05%
211,822
+44,883
357
$42.6M 0.05%
478,169
+67,641
358
$42.4M 0.05%
1,041,428
-38,620
359
$42.2M 0.04%
1,880,577
+182,037
360
$42.1M 0.04%
169,944
+5,954
361
$42M 0.04%
528,815
+202,675
362
$41.9M 0.04%
325,517
+39,796
363
$41.8M 0.04%
446,819
+24,156
364
$41.8M 0.04%
261,408
+1,101
365
$41.6M 0.04%
154,850
-66,999
366
$41.3M 0.04%
357,412
-24,015
367
$41.3M 0.04%
622,778
+75,354
368
$41.1M 0.04%
317,021
+4,396
369
$40.9M 0.04%
373,353
+14,367
370
$40.6M 0.04%
312,644
+32,189
371
$40.5M 0.04%
1,865,922
+1,785,296
372
$40.4M 0.04%
300,495
-6,230
373
$40.2M 0.04%
793,332
+382,667
374
$40.1M 0.04%
445,464
+19,626
375
$39.9M 0.04%
1,068,060
+152,154
13 14
15
16 17