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
1301
$4.11M ﹤0.01%
93,176
+48,284
1302
$4.1M ﹤0.01%
+138,620
1303
$4.1M ﹤0.01%
53,430
-4,195
1304
$4.1M ﹤0.01%
239,060
+29,436
1305
$4.09M ﹤0.01%
203,855
+14,567
1306
$4.07M ﹤0.01%
11,041
-2,733
1307
$4.07M ﹤0.01%
30,929
-1,189
1308
$4.06M ﹤0.01%
287,866
+30,350
1309
$4.05M ﹤0.01%
63,517
-933
1310
$4M ﹤0.01%
150,330
-16,894
1311
$3.99M ﹤0.01%
56,007
1312
$3.99M ﹤0.01%
84,184
+24,570
1313
$3.98M ﹤0.01%
19,829
-1,333
1314
$3.98M ﹤0.01%
135,932
+8,762
1315
$3.98M ﹤0.01%
166,599
+12,754
1316
$3.97M ﹤0.01%
21,217
-2,094
1317
$3.97M ﹤0.01%
100,737
+23,739
1318
$3.97M ﹤0.01%
180,807
-87,535
1319
$3.96M ﹤0.01%
24,738
-7,489
1320
$3.95M ﹤0.01%
133,816
+19,177
1321
$3.95M ﹤0.01%
129,574
-166,883
1322
$3.95M ﹤0.01%
545
+28
1323
$3.94M ﹤0.01%
32,343
-32,770
1324
$3.93M ﹤0.01%
50,336
+4,827
1325
$3.92M ﹤0.01%
98,250
-61,451
51 52
53
54 55