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
1076
$6.11M 0.01%
313,106
+40,431
1077
$6.1M 0.01%
95,693
+1,415
1078
$6.09M 0.01%
10,287
+854
1079
$6.08M 0.01%
53,957
+6,907
1080
$6.07M 0.01%
134,969
+19,573
1081
$6.07M 0.01%
131,083
+12,935
1082
$6.07M 0.01%
40,509
+1,686
1083
$6.06M 0.01%
200,942
-10,551
1084
$6.06M 0.01%
4,908
-510
1085
$6.03M 0.01%
485,233
+33,036
1086
$6.02M 0.01%
256,772
-12,285
1087
$6.01M 0.01%
34,534
-1,633
1088
$6M 0.01%
37,748
+3,745
1089
$5.99M 0.01%
151,797
-2,154
1090
$5.99M 0.01%
288,647
+105,157
1091
$5.98M 0.01%
66,125
-4,800
1092
$5.97M 0.01%
401,782
-33,359
1093
$5.97M 0.01%
193,317
+13,159
1094
$5.95M 0.01%
107,896
+4,516
1095
$5.94M 0.01%
677,342
+154,868
1096
$5.93M 0.01%
114,519
+82,972
1097
$5.93M 0.01%
245,930
+351
1098
$5.92M 0.01%
76,036
+5,422
1099
$5.92M 0.01%
34,242
+1,358
1100
$5.92M 0.01%
880,682
+8,976
42 43
44
45 46