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
376
$39.7M 0.04%
397,455
-226,798
377
$39.5M 0.04%
188,800
-41,892
378
$39.4M 0.04%
255,091
-7,823
379
$39M 0.04%
192,693
+2,088
380
$38.3M 0.04%
521,932
+9,457
381
$38.2M 0.04%
542,739
+122,104
382
$37.8M 0.04%
182,758
-10,759
383
$37.6M 0.04%
77,568
-532
384
$37.4M 0.04%
336,767
+7,241
385
$37.2M 0.04%
2,114,124
+27,793
386
$36.8M 0.04%
527,686
-12,123
387
$36.8M 0.04%
761,675
+64,956
388
$36.3M 0.04%
577,439
-18,461
389
$36.3M 0.04%
692,870
+152,097
390
$36.2M 0.04%
133,690
+75,599
391
$36.2M 0.04%
65,831
-1,493
392
$36.2M 0.04%
481,934
-25,216
393
$35.9M 0.04%
603,382
+75,924
394
$35.6M 0.04%
327,947
+8,538
395
$35.1M 0.04%
807,900
+102,256
396
$34.9M 0.04%
1,472,646
+13,200
397
$34.7M 0.04%
61,909
+1,002
398
$34.7M 0.04%
137,891
+3,401
399
$34.7M 0.04%
1,416,544
+64,487
400
$34.5M 0.04%
303,205
+70,317
14 15
16
17 18