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
576
$19M 0.02%
369,788
+18,001
577
$18.9M 0.02%
257,115
+2,355
578
$18.9M 0.02%
9,691
-438
579
$18.9M 0.02%
353,519
+32,001
580
$18.8M 0.02%
1,937,677
+905,917
581
$18.8M 0.02%
323,171
+98,632
582
$18.8M 0.02%
455,533
+7,177
583
$18.7M 0.02%
116,231
-4,114
584
$18.7M 0.02%
245,529
+29,692
585
$18.7M 0.02%
223,550
-44,477
586
$18.4M 0.02%
506,505
-1,950,733
587
$18.4M 0.02%
759,758
+61,044
588
$18.4M 0.02%
193,482
-177,498
589
$18.3M 0.02%
245,529
-17,754
590
$18.3M 0.02%
147,249
-10,868
591
$18.3M 0.02%
326,821
-107,008
592
$18.3M 0.02%
151,653
+32,342
593
$18.2M 0.02%
656,404
+278,089
594
$18.2M 0.02%
142,951
+17,312
595
$18.1M 0.02%
242,836
+2,605
596
$18.1M 0.02%
149,620
+8,230
597
$18.1M 0.02%
199,712
+10,931
598
$18.1M 0.02%
719,085
+9,402
599
$18.1M 0.02%
367,378
-168,222
600
$18M 0.02%
259,540
-6,375
22 23
24
25 26