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
526
$22.5M 0.02%
461,158
+201,151
527
$22.4M 0.02%
762,314
-73,489
528
$22.2M 0.02%
458,906
-94,052
529
$22.2M 0.02%
1,196,726
+130,899
530
$21.9M 0.02%
950,709
+929
531
$21.8M 0.02%
213,708
-10,801
532
$21.7M 0.02%
315,105
+13,658
533
$21.7M 0.02%
406,688
-45,978
534
$21.6M 0.02%
147,229
-8,087
535
$21.5M 0.02%
428,945
+108,730
536
$21.4M 0.02%
390,234
+8,948
537
$21.3M 0.02%
126,000
-85
538
$21.2M 0.02%
89,099
+8,590
539
$21.2M 0.02%
386,071
+23,586
540
$21.1M 0.02%
250,997
+1,768
541
$20.8M 0.02%
183,921
+54,786
542
$20.8M 0.02%
710,204
+44,727
543
$20.8M 0.02%
505,124
+1,134
544
$20.6M 0.02%
222,492
+1,203
545
$20.6M 0.02%
313,359
-3,210
546
$20.6M 0.02%
77,544
-1,022
547
$20.5M 0.02%
179,738
-7,481
548
$20.5M 0.02%
172,700
+25,267
549
$20.4M 0.02%
321,250
-41,777
550
$20.4M 0.02%
338,870
+8,491
20 21
22
23 24