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
776
$11.7M 0.01%
214,012
-7,896
777
$11.7M 0.01%
376,051
+152,807
778
$11.7M 0.01%
281,825
+85,247
779
$11.7M 0.01%
61,587
-6,140
780
$11.7M 0.01%
241,326
+4,602
781
$11.7M 0.01%
36,914
-2,905
782
$11.7M 0.01%
294,766
+6,949
783
$11.6M 0.01%
125,691
+19,623
784
$11.6M 0.01%
230,629
+11,876
785
$11.5M 0.01%
94,996
-7,282
786
$11.5M 0.01%
1,028,662
+67,488
787
$11.5M 0.01%
718,435
-182,278
788
$11.4M 0.01%
97,379
+18,989
789
$11.3M 0.01%
391,768
-5,125
790
$11.3M 0.01%
114,575
+14,363
791
$11.2M 0.01%
73,581
-3,712
792
$11.2M 0.01%
220,310
+45,553
793
$11.2M 0.01%
296,013
-3,301
794
$11.1M 0.01%
74,059
-21,840
795
$11.1M 0.01%
64,407
+6,885
796
$11.1M 0.01%
142,011
+1,425
797
$11.1M 0.01%
543,846
-18,381
798
$11M 0.01%
822,764
-5,612
799
$11M 0.01%
133,297
-5,019
800
$11M 0.01%
76,129
-96,538
30 31
32
33 34