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
851
$9.67M 0.01%
151,588
-16,374
852
$9.66M 0.01%
189,729
+16,921
853
$9.65M 0.01%
72,985
-1,002
854
$9.64M 0.01%
281,542
-16,245
855
$9.61M 0.01%
267,682
+31,979
856
$9.6M 0.01%
100,723
+5,418
857
$9.59M 0.01%
233,736
+140,005
858
$9.58M 0.01%
1,113,594
+17,531
859
$9.57M 0.01%
1,098,907
-189,719
860
$9.55M 0.01%
52,672
-3,713
861
$9.49M 0.01%
193,428
+1,659
862
$9.49M 0.01%
256,423
-2,353
863
$9.48M 0.01%
355,267
-224,221
864
$9.47M 0.01%
42,305
+951
865
$9.47M 0.01%
29,416
-16,409
866
$9.45M 0.01%
7,130
-364
867
$9.35M 0.01%
90,623
-4,145
868
$9.32M 0.01%
213,857
+18,429
869
$9.29M 0.01%
150,494
-9,261
870
$9.29M 0.01%
162,356
+67,531
871
$9.27M 0.01%
362,746
+13,798
872
$9.25M 0.01%
134,407
+82,281
873
$9.24M 0.01%
732,762
+47,479
874
$9.2M 0.01%
478,896
+58,617
875
$9.14M 0.01%
343,695
-64,426
33 34
35
36 37