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
426
$32.1M 0.03%
400,780
+23,033
427
$32.1M 0.03%
54,409
-391
428
$32M 0.03%
209,070
+15,932
429
$32M 0.03%
780,908
-4,188
430
$31.9M 0.03%
327,454
-25,973
431
$31.7M 0.03%
133,718
-1,029,267
432
$31.3M 0.03%
497,473
+37,344
433
$31.1M 0.03%
633,192
+32,429
434
$30.7M 0.03%
907,803
+13,122
435
$30.5M 0.03%
425,026
+217,959
436
$30.4M 0.03%
143,515
+16,739
437
$30.2M 0.03%
129,819
-479,125
438
$30.1M 0.03%
1,543,646
+122,833
439
$30M 0.03%
363,880
+26,927
440
$29.9M 0.03%
128,117
+3,178
441
$29.8M 0.03%
921,921
+25,094
442
$29.5M 0.03%
294,429
+47,802
443
$29.2M 0.03%
628,087
+605,654
444
$29.1M 0.03%
663,661
-270,168
445
$29M 0.03%
132,661
+5,330
446
$28.9M 0.03%
163,871
-10,495
447
$28.8M 0.03%
464,402
+225,299
448
$28.6M 0.03%
777,705
+112,788
449
$28.6M 0.03%
772,321
+217,821
450
$28.5M 0.03%
246,629
-73,936
16 17
18
19 20