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
951
$8.03M 0.01%
656,715
+76,121
952
$8M 0.01%
113,683
-23,775
953
$7.97M 0.01%
316,100
+4,865
954
$7.97M 0.01%
70,597
-26,475
955
$7.96M 0.01%
258,152
-8,284
956
$7.96M 0.01%
154,374
-7,071
957
$7.96M 0.01%
515,610
-11,069
958
$7.95M 0.01%
43,479
+10,787
959
$7.93M 0.01%
254,545
+107,284
960
$7.92M 0.01%
163,162
+26,338
961
$7.91M 0.01%
79,125
-133
962
$7.9M 0.01%
100,595
+186
963
$7.89M 0.01%
399,214
-4,981
964
$7.87M 0.01%
90,014
-12,154
965
$7.86M 0.01%
138,390
+65,133
966
$7.85M 0.01%
79,066
-197,284
967
$7.84M 0.01%
101,050
-16,141
968
$7.8M 0.01%
383,860
+20,308
969
$7.79M 0.01%
234,921
-24,853
970
$7.79M 0.01%
152,445
+21,294
971
$7.77M 0.01%
247,154
+19,567
972
$7.75M 0.01%
75,882
+632
973
$7.75M 0.01%
381,478
+166,292
974
$7.68M 0.01%
151,683
+113,928
975
$7.65M 0.01%
1,191,047
+89,488
37 38
39
40 41