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
451
$28.4M 0.03%
984,128
-39,973
452
$28.4M 0.03%
191,223
+20,780
453
$28.3M 0.03%
1,793,225
-112,095
454
$28.1M 0.03%
207,091
-40,322
455
$28M 0.03%
346,472
+49,981
456
$27.7M 0.03%
105,739
-16,453
457
$27.5M 0.03%
629,357
+17,549
458
$27.5M 0.03%
297,273
+32,966
459
$27.5M 0.03%
362,361
-33,595
460
$27.4M 0.03%
885,522
+228,844
461
$27.3M 0.03%
123,052
+6,668
462
$27.2M 0.03%
47,593
+1,981
463
$27.2M 0.03%
503,162
-7,193
464
$27.2M 0.03%
275,542
+1,330
465
$27.1M 0.03%
575,675
-48,615
466
$27.1M 0.03%
131,769
+7,788
467
$27.1M 0.03%
990,887
+494,339
468
$27M 0.03%
680,380
+69,324
469
$26.9M 0.03%
326,808
+283,110
470
$26.8M 0.03%
322,481
-175,137
471
$26.7M 0.03%
740,762
+7,417
472
$26.7M 0.03%
61,550
+1,011
473
$26.7M 0.03%
174,358
-122,819
474
$26.7M 0.03%
546,255
+31,274
475
$26.6M 0.03%
643,420
-12,748
17 18
19
20 21