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
701
$14.4M 0.02%
581,122
+121,442
702
$14.3M 0.02%
+681,344
703
$14.3M 0.02%
112,403
-2,631
704
$14.2M 0.02%
88,113
-6,060
705
$14.2M 0.02%
391,557
+268,144
706
$14.2M 0.02%
101,056
-54,238
707
$14.1M 0.02%
941,816
-18,666
708
$14.1M 0.02%
332,330
+10,764
709
$14.1M 0.02%
33,548
+6,825
710
$14M 0.01%
640,957
-37,478
711
$13.9M 0.01%
468,755
+9,474
712
$13.9M 0.01%
233,205
+185,980
713
$13.9M 0.01%
294,426
-39,336
714
$13.9M 0.01%
109,212
-9,128
715
$13.9M 0.01%
1,080,672
+78,424
716
$13.8M 0.01%
570,375
+225,491
717
$13.8M 0.01%
1,836,979
-6,007
718
$13.7M 0.01%
520,940
+433,143
719
$13.7M 0.01%
403,582
+53,674
720
$13.6M 0.01%
214,168
+36,553
721
$13.6M 0.01%
122,822
+6,307
722
$13.6M 0.01%
84,575
-9,505
723
$13.5M 0.01%
1,117,042
+16,966
724
$13.5M 0.01%
71,758
-7,732
725
$13.5M 0.01%
462,908
+8,758
27 28
29
30 31