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
826
$10.4M 0.01%
207,140
+36,253
827
$10.4M 0.01%
154,549
-31,270
828
$10.4M 0.01%
93,950
+42,965
829
$10.3M 0.01%
319,554
+36,282
830
$10.3M 0.01%
93,927
-11,118
831
$10.2M 0.01%
19,466
-990
832
$10.2M 0.01%
323,138
-75,048
833
$10.2M 0.01%
58,664
+10,226
834
$10.2M 0.01%
230,211
+22,184
835
$10.1M 0.01%
92,987
+6,778
836
$10M 0.01%
135,836
+29,523
837
$10M 0.01%
166,320
+4,191
838
$9.98M 0.01%
151,136
+22,198
839
$9.97M 0.01%
200,943
+24,330
840
$9.94M 0.01%
122,627
-67
841
$9.85M 0.01%
261,389
+9,846
842
$9.84M 0.01%
54,648
-7,991
843
$9.81M 0.01%
75,811
+402
844
$9.79M 0.01%
233,706
+47,366
845
$9.77M 0.01%
87,359
-69,310
846
$9.73M 0.01%
172,319
+2,678
847
$9.7M 0.01%
205,326
+60,400
848
$9.7M 0.01%
112,799
-4,729
849
$9.69M 0.01%
176,938
-7,801
850
$9.68M 0.01%
118,456
+2,751
32 33
34
35 36