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
1251
$4.45M ﹤0.01%
158,723
+14,889
1252
$4.43M ﹤0.01%
94,108
+192
1253
$4.42M ﹤0.01%
64,058
+2,882
1254
$4.42M ﹤0.01%
36,125
-2,653
1255
$4.42M ﹤0.01%
72,416
+23,289
1256
$4.41M ﹤0.01%
60,980
-1,050
1257
$4.41M ﹤0.01%
104,842
+12,018
1258
$4.4M ﹤0.01%
103,386
+32,463
1259
$4.39M ﹤0.01%
57,994
-3,617
1260
$4.39M ﹤0.01%
325,364
+31,924
1261
$4.38M ﹤0.01%
73,009
+9,416
1262
$4.36M ﹤0.01%
30,308
+169
1263
$4.36M ﹤0.01%
629,822
+106,382
1264
$4.36M ﹤0.01%
27,656
+141
1265
$4.34M ﹤0.01%
48,184
+1,556
1266
$4.34M ﹤0.01%
33,760
+300
1267
$4.33M ﹤0.01%
58,113
-326
1268
$4.31M ﹤0.01%
42,089
-14,644
1269
$4.31M ﹤0.01%
335,124
+31,975
1270
$4.3M ﹤0.01%
81,264
-10,898
1271
$4.29M ﹤0.01%
201,870
-6,127
1272
$4.28M ﹤0.01%
91,143
+42,678
1273
$4.28M ﹤0.01%
63,168
+12,652
1274
$4.28M ﹤0.01%
156,832
+1,454
1275
$4.27M ﹤0.01%
414,492
+70,424
49 50
51
52 53