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
101
$206M 0.22%
681,063
-3,923
102
$205M 0.22%
1,057,341
+18,516
103
$203M 0.22%
614,588
-38,437
104
$201M 0.21%
8,096,546
+317,283
105
$200M 0.21%
1,987,385
-15,813
106
$200M 0.21%
1,788,958
-107,656
107
$200M 0.21%
2,489,063
+174,484
108
$197M 0.21%
1,859,895
+351,728
109
$197M 0.21%
2,774,356
-104,166
110
$193M 0.21%
1,256,493
-326,725
111
$192M 0.2%
408,863
-11,499
112
$191M 0.2%
2,657,497
-59,856
113
$189M 0.2%
689,029
+6,223
114
$189M 0.2%
1,619,221
+17,090
115
$189M 0.2%
1,808,623
+161,529
116
$186M 0.2%
717,933
+167,008
117
$184M 0.2%
4,403,839
+3,246
118
$181M 0.19%
1,534,468
+38,467
119
$181M 0.19%
898,737
+94,853
120
$178M 0.19%
661,148
+35,453
121
$173M 0.18%
1,889,977
+91,711
122
$173M 0.18%
1,237,017
+322,371
123
$172M 0.18%
989,985
+5,392
124
$171M 0.18%
2,815,871
+603,224
125
$170M 0.18%
3,586,624
-21,473
3 4
5
6 7