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
401
$34.5M 0.04%
51,187
+3,757
402
$34.4M 0.04%
482,604
+8,040
403
$34.4M 0.04%
251,470
-16,494
404
$34.4M 0.04%
480,240
-426,875
405
$34.3M 0.04%
618,348
+91,178
406
$34.1M 0.04%
444,836
+23,983
407
$34M 0.04%
274,566
+25,291
408
$34M 0.04%
1,495,819
+94,779
409
$33.7M 0.04%
421,959
+25,838
410
$33.6M 0.04%
352,059
-11,626
411
$33.5M 0.04%
538,337
-8,668
412
$33.5M 0.04%
1,025,745
+146,558
413
$33.4M 0.04%
316,730
+12,647
414
$33.4M 0.04%
319,019
+3,843
415
$33.2M 0.04%
1,264,917
+28,469
416
$33.2M 0.04%
654,710
-118,008
417
$33.1M 0.04%
251,404
-4,254
418
$32.7M 0.03%
48,069
-758
419
$32.7M 0.03%
1,478,862
+191,071
420
$32.6M 0.03%
207,431
-10,176
421
$32.5M 0.03%
101,925
+4,378
422
$32.4M 0.03%
166,212
-26,345
423
$32.3M 0.03%
224,081
+21,495
424
$32.3M 0.03%
1,409,206
+70,211
425
$32.2M 0.03%
121,457
+1,204
15 16
17
18 19