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
926
$8.36M 0.01%
117,071
+5,195
927
$8.34M 0.01%
333,071
+311,267
928
$8.32M 0.01%
45,158
+5,748
929
$8.28M 0.01%
189,982
+7,563
930
$8.28M 0.01%
4,428
-79
931
$8.26M 0.01%
424,921
+11,170
932
$8.22M 0.01%
140,920
-52,502
933
$8.21M 0.01%
74,582
-419
934
$8.2M 0.01%
105,691
-2,999
935
$8.2M 0.01%
72,059
+6,064
936
$8.2M 0.01%
73,667
-8,282
937
$8.2M 0.01%
57,391
-10,465
938
$8.17M 0.01%
263,640
-3,014
939
$8.16M 0.01%
126,739
+2,261
940
$8.14M 0.01%
101,216
+3,168
941
$8.13M 0.01%
212,186
+105
942
$8.11M 0.01%
197,719
+23,124
943
$8.11M 0.01%
112,307
-63,903
944
$8.11M 0.01%
4,374
+4
945
$8.11M 0.01%
185,437
+3,123
946
$8.1M 0.01%
130,155
-3,055
947
$8.1M 0.01%
569,796
+99,410
948
$8.1M 0.01%
50,372
+85
949
$8.08M 0.01%
107,666
+7,107
950
$8.07M 0.01%
235,928
+31,570
36 37
38
39 40