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
1051
$6.47M 0.01%
255,061
-288,609
1052
$6.47M 0.01%
287,972
-23,781
1053
$6.43M 0.01%
424,427
+10,490
1054
$6.43M 0.01%
21,093
-1,991
1055
$6.43M 0.01%
539,093
+133,889
1056
$6.42M 0.01%
79,947
-32,495
1057
$6.39M 0.01%
119,780
+14,246
1058
$6.36M 0.01%
427,343
+21,815
1059
$6.36M 0.01%
105,194
-2,028
1060
$6.34M 0.01%
112,923
-19,423
1061
$6.32M 0.01%
+84,349
1062
$6.29M 0.01%
97,344
+47,896
1063
$6.26M 0.01%
51,249
-1,660
1064
$6.22M 0.01%
65,208
+6,992
1065
$6.22M 0.01%
371,263
+23,560
1066
$6.22M 0.01%
535,031
-57,733
1067
$6.2M 0.01%
57,900
-68,863
1068
$6.18M 0.01%
208,549
+18,111
1069
$6.17M 0.01%
358,857
+123,952
1070
$6.16M 0.01%
123,108
+16,439
1071
$6.16M 0.01%
76,940
-70,122
1072
$6.14M 0.01%
101,978
-4,278
1073
$6.13M 0.01%
115,748
+1,374
1074
$6.12M 0.01%
113,181
+74,459
1075
$6.11M 0.01%
41,125
+1,339
41 42
43
44 45