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
726
$13.5M 0.01%
71,793
-2,790
727
$13.5M 0.01%
196,956
+8,698
728
$13.4M 0.01%
163,105
-4,523
729
$13.4M 0.01%
554,018
+7,143
730
$13.4M 0.01%
90,537
-1,586
731
$13.4M 0.01%
181,486
+11,906
732
$13.4M 0.01%
182,400
+27,887
733
$13.4M 0.01%
67,770
-16,620
734
$13.3M 0.01%
76,218
-7,440
735
$13.3M 0.01%
225,586
-51,224
736
$13.2M 0.01%
143,182
-25,506
737
$13.1M 0.01%
59,629
+675
738
$13.1M 0.01%
655,981
+351,692
739
$13.1M 0.01%
94,563
+3,270
740
$13.1M 0.01%
109,127
-45
741
$13.1M 0.01%
186,069
-107,895
742
$13M 0.01%
1,181,385
+58,599
743
$13M 0.01%
146,728
+68,050
744
$12.9M 0.01%
309,109
+3,108
745
$12.8M 0.01%
85,189
-4,866
746
$12.8M 0.01%
183,626
+1,352
747
$12.8M 0.01%
1,556,649
-24,556
748
$12.8M 0.01%
520,236
+7,620
749
$12.7M 0.01%
+377,566
750
$12.6M 0.01%
144,892
+82
28 29
30
31 32