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
976
$7.64M 0.01%
92,183
+17,032
977
$7.63M 0.01%
132,906
-3,457
978
$7.62M 0.01%
47,720
-3,915
979
$7.61M 0.01%
401,500
+17,184
980
$7.59M 0.01%
104,990
+3,286
981
$7.59M 0.01%
654,283
+74,112
982
$7.51M 0.01%
79,786
-2,297
983
$7.46M 0.01%
233,518
+1,055
984
$7.46M 0.01%
22,294
-2,709
985
$7.43M 0.01%
287,296
-84,528
986
$7.41M 0.01%
660,337
+9,261
987
$7.38M 0.01%
42,866
+311
988
$7.38M 0.01%
224,338
-106
989
$7.36M 0.01%
439,370
+25,500
990
$7.36M 0.01%
190,735
+11,264
991
$7.31M 0.01%
92,109
-245
992
$7.3M 0.01%
57,673
-3,518
993
$7.29M 0.01%
89,607
+3,970
994
$7.29M 0.01%
38,904
-4,629
995
$7.28M 0.01%
223,723
+20,544
996
$7.28M 0.01%
270,702
+13,067
997
$7.27M 0.01%
212,611
-18,014
998
$7.22M 0.01%
123,063
+25,885
999
$7.21M 0.01%
105,633
+4,620
1000
$7.21M 0.01%
216,953
+13,282
38 39
40
41 42