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
476
$26.5M 0.03%
131,591
+3,594
477
$26.5M 0.03%
286,445
-16,729
478
$26.5M 0.03%
221,674
+17,093
479
$26.4M 0.03%
846,132
+274,460
480
$26.1M 0.03%
545,951
+42,594
481
$26M 0.03%
60,715
+42,013
482
$25.9M 0.03%
298,358
-67,769
483
$25.8M 0.03%
231,857
+10,461
484
$25.8M 0.03%
78,339
-4,053
485
$25.8M 0.03%
686,804
-306,791
486
$25.7M 0.03%
1,886,203
-70,641
487
$25.7M 0.03%
592,388
+24,617
488
$25.6M 0.03%
674,840
-78,742
489
$25.6M 0.03%
953,349
-10,064
490
$25.5M 0.03%
892,268
+2,910
491
$25.5M 0.03%
192,691
-28,332
492
$25.4M 0.03%
91,211
+14,350
493
$25.3M 0.03%
824,637
+75,283
494
$25.3M 0.03%
193,971
-37,041
495
$25.2M 0.03%
89,201
+3,116
496
$25M 0.03%
108,048
-2,048
497
$25M 0.03%
59,599
+4,144
498
$25M 0.03%
525,402
-37,182
499
$25M 0.03%
83,951
+893
500
$24.8M 0.03%
198,701
+23,950
18 19
20
21 22