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
551
$20.3M 0.02%
89,134
-10,779
552
$20.2M 0.02%
207,891
+3,748
553
$20.2M 0.02%
1,962,820
-70,478
554
$20.2M 0.02%
47,182
-7,385
555
$20.1M 0.02%
166,081
-59,272
556
$20.1M 0.02%
58,112
+1,979
557
$20.1M 0.02%
199,254
-4,502
558
$20M 0.02%
834,928
+32,150
559
$19.9M 0.02%
315,229
+202,047
560
$19.9M 0.02%
390,332
+7,619
561
$19.8M 0.02%
309,359
+239,735
562
$19.8M 0.02%
310,659
+59,149
563
$19.8M 0.02%
34,061
+644
564
$19.7M 0.02%
77,083
+2,329
565
$19.7M 0.02%
80,839
-943
566
$19.6M 0.02%
781,344
+255,314
567
$19.6M 0.02%
65,455
-1,348
568
$19.4M 0.02%
144,011
-2,344
569
$19.4M 0.02%
990,406
+286,883
570
$19.3M 0.02%
93,318
-13,175
571
$19.3M 0.02%
409,838
+56,007
572
$19.2M 0.02%
75,620
-18,066
573
$19.2M 0.02%
42,207
-2,539
574
$19.2M 0.02%
758,840
+49,166
575
$19M 0.02%
225,601
-4,750
21 22
23
24 25