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
801
$11M 0.01%
95,157
-11,499
802
$11M 0.01%
143,341
-51,466
803
$11M 0.01%
62,405
-2,641
804
$11M 0.01%
183,342
+16,679
805
$10.9M 0.01%
118,507
+10,567
806
$10.9M 0.01%
610,211
+34,619
807
$10.9M 0.01%
156,790
+28,271
808
$10.9M 0.01%
311,859
-13,200
809
$10.9M 0.01%
77,071
-30,460
810
$10.8M 0.01%
471,133
+39,818
811
$10.8M 0.01%
502,220
-1,576
812
$10.7M 0.01%
1,318,690
+131,031
813
$10.7M 0.01%
261,956
-7,194
814
$10.7M 0.01%
197,225
+30,374
815
$10.7M 0.01%
208,872
+29,113
816
$10.6M 0.01%
29,049
+1,883
817
$10.6M 0.01%
256,947
-142,189
818
$10.6M 0.01%
1,053,713
-154,967
819
$10.6M 0.01%
308,474
+4,022
820
$10.5M 0.01%
105,790
-47,617
821
$10.5M 0.01%
107,437
-19,422
822
$10.4M 0.01%
92,026
-4,006
823
$10.4M 0.01%
264,346
+3,798
824
$10.4M 0.01%
257,373
+69,529
825
$10.4M 0.01%
115,444
+1,279
31 32
33
34 35