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
26
$575M 0.61%
1,880,485
-34,207
27
$568M 0.6%
9,196,663
-283,448
28
$554M 0.59%
2,271,586
+46,654
29
$554M 0.59%
2,345,869
+17,180
30
$551M 0.59%
1,234,229
+13,215
31
$545M 0.58%
3,490,711
-44,967
32
$533M 0.57%
5,930,510
+94,845
33
$529M 0.56%
2,285,017
-50,540
34
$522M 0.55%
2,903,450
+215
35
$517M 0.55%
2,713,290
+136,634
36
$508M 0.54%
953,318
-29,342
37
$503M 0.53%
5,481,026
+475,823
38
$502M 0.53%
2,398,286
-180,944
39
$495M 0.53%
2,957,106
+61,248
40
$490M 0.52%
3,503,053
+1,733,487
41
$483M 0.51%
1,337,186
+225
42
$481M 0.51%
5,128,865
+52,387
43
$477M 0.51%
1,617,711
-16,861
44
$471M 0.5%
4,277,605
-38,809
45
$468M 0.5%
4,266,559
-69,666
46
$468M 0.5%
3,933,251
-50,733
47
$452M 0.48%
1,450,916
+48,472
48
$450M 0.48%
1,810,652
-118,350
49
$450M 0.48%
4,828,150
+5,170
50
$450M 0.48%
8,161,478
-72,521
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