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
1151
$5.37M 0.01%
387,865
-27,874
1152
$5.37M 0.01%
131,990
+4,549
1153
$5.37M 0.01%
51,041
-18,385
1154
$5.37M 0.01%
201,129
-13
1155
$5.36M 0.01%
47,086
+1,153
1156
$5.35M 0.01%
93,359
-2,677
1157
$5.35M 0.01%
179,442
+44,557
1158
$5.34M 0.01%
63,214
-2,225
1159
$5.33M 0.01%
391,552
-46,646
1160
$5.32M 0.01%
61,580
-5,586
1161
$5.32M 0.01%
429,575
+28,648
1162
$5.31M 0.01%
135,769
+25,276
1163
$5.3M 0.01%
54,960
-8,910
1164
$5.3M 0.01%
32,396
-6,486
1165
$5.29M 0.01%
137,869
-2,506
1166
$5.27M 0.01%
230,263
+72,155
1167
$5.27M 0.01%
86,828
-6,734
1168
$5.26M 0.01%
209,085
-264,454
1169
$5.25M 0.01%
73,013
-25,260
1170
$5.22M 0.01%
51,994
+17,581
1171
$5.22M 0.01%
202,065
+27,546
1172
$5.21M 0.01%
55,644
+8,660
1173
$5.2M 0.01%
104,079
-2,342
1174
$5.2M 0.01%
79,420
+8,711
1175
$5.19M 0.01%
333,658
+38,578
45 46
47
48 49