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
51
$449M 0.48%
956,558
+52,904
52
$437M 0.46%
6,657,877
-229,278
53
$436M 0.46%
1,802,371
-22,804
54
$432M 0.46%
1,743,797
-19,995
55
$414M 0.44%
736,967
-3,451
56
$403M 0.43%
407,486
-11,996
57
$385M 0.41%
3,162,262
-78,254
58
$385M 0.41%
701,946
+7,862
59
$382M 0.41%
1,575,038
-40,093
60
$378M 0.4%
1,390,426
+15,553
61
$356M 0.38%
1,892,525
-242,659
62
$353M 0.38%
1,315,488
+70,105
63
$350M 0.37%
1,121,653
+15,216
64
$349M 0.37%
2,370,593
+26,185
65
$349M 0.37%
3,716,571
-189,584
66
$343M 0.36%
1,620,622
+33,170
67
$340M 0.36%
1,085,848
-37,779
68
$338M 0.36%
6,646,020
+385,591
69
$331M 0.35%
1,941,299
-2,151
70
$331M 0.35%
665,508
+8,412
71
$327M 0.35%
750,844
+50,143
72
$309M 0.33%
6,803,847
+273,709
73
$307M 0.33%
385,518
-44
74
$301M 0.32%
1,759,878
+144,914
75
$272M 0.29%
5,879,233
+215,219
1 2
3
4 5