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
1126
$5.61M 0.01%
191,306
+10,971
1127
$5.59M 0.01%
123,782
+14,169
1128
$5.59M 0.01%
48,042
-5,197
1129
$5.59M 0.01%
391,929
+632
1130
$5.59M 0.01%
108,486
-2,242
1131
$5.58M 0.01%
75,347
+29
1132
$5.57M 0.01%
104,673
+662
1133
$5.57M 0.01%
22,893
-4,212
1134
$5.55M 0.01%
18,905
+902
1135
$5.54M 0.01%
194,982
+1,236
1136
$5.53M 0.01%
92,657
+46,917
1137
$5.52M 0.01%
91,800
+21,463
1138
$5.51M 0.01%
94,984
+30,654
1139
$5.51M 0.01%
89,545
-35,144
1140
$5.51M 0.01%
122,181
-112,649
1141
$5.48M 0.01%
178,061
-38,215
1142
$5.48M 0.01%
194,541
+77,865
1143
$5.44M 0.01%
56,343
+1,522
1144
$5.44M 0.01%
24,626
+10,505
1145
$5.43M 0.01%
217,124
+13,713
1146
$5.42M 0.01%
76,339
-263,296
1147
$5.42M 0.01%
45,892
-7,601
1148
$5.42M 0.01%
117,561
-5,462
1149
$5.39M 0.01%
11,734
-10,546
1150
$5.39M 0.01%
121,719
+1,294
44 45
46
47 48