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
626
$17M 0.02%
898,082
+226,024
627
$17M 0.02%
339,958
+5,306
628
$17M 0.02%
598,733
+35,171
629
$16.9M 0.02%
122,748
-22,986
630
$16.9M 0.02%
369,895
-67,217
631
$16.8M 0.02%
231,997
+8,140
632
$16.7M 0.02%
191,271
-6,750
633
$16.6M 0.02%
26,996
-149
634
$16.6M 0.02%
203,777
-22,024
635
$16.6M 0.02%
131,677
+6,918
636
$16.6M 0.02%
402,565
+2,504
637
$16.5M 0.02%
113,107
+55,685
638
$16.5M 0.02%
501,041
-10,253
639
$16.5M 0.02%
72,762
-8,679
640
$16.5M 0.02%
537,535
-51,967
641
$16.4M 0.02%
123,218
-6,537
642
$16.3M 0.02%
835,939
+54,331
643
$16.3M 0.02%
185,548
-37,323
644
$16.3M 0.02%
491,709
-2,883
645
$16.3M 0.02%
28,754
+120
646
$16.3M 0.02%
124,727
-1,743
647
$16.3M 0.02%
500,071
+76,256
648
$16.2M 0.02%
756,774
+47,514
649
$16.1M 0.02%
192,580
+15,039
650
$16M 0.02%
136,146
+7,086
24 25
26
27 28