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
876
$9.14M 0.01%
296,096
-86,852
877
$9.14M 0.01%
78,067
+33,960
878
$9.12M 0.01%
548,555
+28,568
879
$9.12M 0.01%
150,799
+16,593
880
$9.12M 0.01%
7,591
-572
881
$9.1M 0.01%
65,482
-33,605
882
$9.09M 0.01%
24,654
+475
883
$9.04M 0.01%
304,543
+8,563
884
$9.03M 0.01%
587,747
-104,105
885
$8.98M 0.01%
57,157
-29,983
886
$8.97M 0.01%
152,203
-158,740
887
$8.93M 0.01%
222,629
-4,757
888
$8.9M 0.01%
45,707
+5,700
889
$8.82M 0.01%
28,762
-762
890
$8.81M 0.01%
105,415
+6,146
891
$8.78M 0.01%
388,931
+337,727
892
$8.75M 0.01%
913,811
+103,628
893
$8.75M 0.01%
76,261
+2,217
894
$8.74M 0.01%
191,503
+89,787
895
$8.74M 0.01%
41,167
-8,084
896
$8.73M 0.01%
132,321
-332
897
$8.72M 0.01%
240,741
+34,024
898
$8.72M 0.01%
155,013
-10,984
899
$8.72M 0.01%
39,896
-1,469
900
$8.71M 0.01%
99,044
+46,385
34 35
36
37 38