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
1101
$5.91M 0.01%
162,114
+1,328
1102
$5.9M 0.01%
128,061
+103,745
1103
$5.86M 0.01%
57,283
+4,893
1104
$5.85M 0.01%
185,121
-189,456
1105
$5.85M 0.01%
176,088
-1,010
1106
$5.83M 0.01%
134,201
-2,864
1107
$5.82M 0.01%
144,948
-10,725
1108
$5.82M 0.01%
160,686
+810
1109
$5.78M 0.01%
177,329
+3,303
1110
$5.77M 0.01%
76,862
+6,379
1111
$5.76M 0.01%
44,068
+2,066
1112
$5.76M 0.01%
285,051
-46,866
1113
$5.75M 0.01%
33,285
-1,327
1114
$5.74M 0.01%
62,858
+4,803
1115
$5.71M 0.01%
207,265
-20,219
1116
$5.7M 0.01%
14,925
-1,188
1117
$5.69M 0.01%
61,354
+1,763
1118
$5.69M 0.01%
67,864
-3,729
1119
$5.69M 0.01%
93,833
+3,800
1120
$5.68M 0.01%
102,432
-1,617
1121
$5.64M 0.01%
69,888
-332
1122
$5.62M 0.01%
28,170
-155
1123
$5.62M 0.01%
47,025
-8,150
1124
$5.61M 0.01%
789,662
+391,901
1125
$5.61M 0.01%
86,940
-24,049
43 44
45
46 47