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
1001
$7.21M 0.01%
81,833
-3,833
1002
$7.2M 0.01%
625,280
+69,196
1003
$7.19M 0.01%
93,633
-3,361
1004
$7.19M 0.01%
42,236
-412
1005
$7.18M 0.01%
390,608
+45,938
1006
$7.16M 0.01%
426,676
+30,058
1007
$7.13M 0.01%
68,208
-3,880
1008
$7.12M 0.01%
93,576
-13,262
1009
$7.11M 0.01%
694,656
-132,339
1010
$7.1M 0.01%
141,270
+48,851
1011
$7.01M 0.01%
84,900
-8,578
1012
$6.98M 0.01%
460,870
-39,376
1013
$6.96M 0.01%
37,403
-2,963
1014
$6.95M 0.01%
209,234
+42,274
1015
$6.95M 0.01%
20,559
+3,610
1016
$6.92M 0.01%
129,903
+15,049
1017
$6.9M 0.01%
38,751
-418
1018
$6.89M 0.01%
362,559
+102,892
1019
$6.88M 0.01%
30,416
-1,138
1020
$6.88M 0.01%
30,523
+1,127
1021
$6.87M 0.01%
343,263
+67,535
1022
$6.86M 0.01%
73,267
+41,810
1023
$6.83M 0.01%
20,644
-9,976
1024
$6.83M 0.01%
54,517
+1,910
1025
$6.81M 0.01%
67,252
+2,382
39 40
41
42 43