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
676
$15M 0.02%
297,860
-23,001
677
$14.9M 0.02%
620,689
+58,410
678
$14.9M 0.02%
87,398
+676
679
$14.9M 0.02%
330,185
+34,901
680
$14.9M 0.02%
178,155
+82,048
681
$14.9M 0.02%
30,560
+12,315
682
$14.9M 0.02%
546,302
-4,331
683
$14.8M 0.02%
127,535
-12,763
684
$14.8M 0.02%
278,978
+83,405
685
$14.8M 0.02%
92,097
+3,434
686
$14.8M 0.02%
147,095
+5,436
687
$14.7M 0.02%
446,637
+15,168
688
$14.7M 0.02%
3,864
+389
689
$14.7M 0.02%
230,389
+16,982
690
$14.7M 0.02%
294,846
+8,229
691
$14.7M 0.02%
443,552
-35,368
692
$14.7M 0.02%
720,269
+123,851
693
$14.6M 0.02%
42,924
+5,101
694
$14.6M 0.02%
107,278
+22,084
695
$14.5M 0.02%
195,259
+7,320
696
$14.5M 0.02%
989,225
-16,878
697
$14.5M 0.02%
75,021
-1,010
698
$14.4M 0.02%
663,429
+407,091
699
$14.4M 0.02%
30,900
+4,495
700
$14.4M 0.02%
123,376
-11,835
26 27
28
29 30