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
1201
$4.94M 0.01%
318,158
-297,423
1202
$4.9M 0.01%
30,374
+1,742
1203
$4.9M 0.01%
49,250
+25,898
1204
$4.89M 0.01%
43,648
-34,683
1205
$4.88M 0.01%
86,693
-1,354
1206
$4.87M 0.01%
22,071
+1,131
1207
$4.87M 0.01%
57,722
-3,355
1208
$4.87M 0.01%
74,180
-4,559
1209
$4.85M 0.01%
23,782
-21,184
1210
$4.83M 0.01%
345,293
+94,791
1211
$4.83M 0.01%
126,593
+824
1212
$4.82M 0.01%
23,908
+3,990
1213
$4.82M 0.01%
70,328
-16,997
1214
$4.78M 0.01%
27,596
-2,414
1215
$4.76M 0.01%
113,252
-27,086
1216
$4.74M 0.01%
57,014
+6,862
1217
$4.74M 0.01%
92,691
+15,121
1218
$4.71M 0.01%
41,262
-21,520
1219
$4.71M 0.01%
23,039
-36
1220
$4.69M 0.01%
376,931
-16,085
1221
$4.69M 0.01%
83,777
+5,405
1222
$4.68M 0.01%
146,040
+128,318
1223
$4.68M 0.01%
67,827
+447
1224
$4.66M 0.01%
31,786
+2,534
1225
$4.66M 0.01%
92,043
+38,649
47 48
49
50 51