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
1026
$6.78M 0.01%
723,195
-123,706
1027
$6.74M 0.01%
158,127
+11,522
1028
$6.71M 0.01%
215,220
-21,482
1029
$6.7M 0.01%
358,232
+24,630
1030
$6.68M 0.01%
55,818
-843
1031
$6.67M 0.01%
68,199
+2,153
1032
$6.67M 0.01%
83,165
+21,156
1033
$6.66M 0.01%
67,512
+392
1034
$6.66M 0.01%
114,962
-10,049
1035
$6.65M 0.01%
203,922
+45,911
1036
$6.62M 0.01%
316,147
-29,459
1037
$6.62M 0.01%
30,474
+1,201
1038
$6.62M 0.01%
141,558
+3,618
1039
$6.61M 0.01%
389,547
-117,900
1040
$6.61M 0.01%
19,605
-20,430
1041
$6.6M 0.01%
426,982
-15,085
1042
$6.59M 0.01%
79,852
+1,453
1043
$6.57M 0.01%
133,627
+52,007
1044
$6.56M 0.01%
324,460
+27,892
1045
$6.56M 0.01%
55,700
+8,738
1046
$6.55M 0.01%
285,490
+97,554
1047
$6.54M 0.01%
18,007
-134
1048
$6.52M 0.01%
100,160
-3,455
1049
$6.51M 0.01%
57,844
+2,854
1050
$6.47M 0.01%
94,760
-3,148
40 41
42
43 44