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
1326
$3.92M ﹤0.01%
48,426
-2,692
1327
$3.9M ﹤0.01%
61,090
-32,998
1328
$3.88M ﹤0.01%
48,387
+1,260
1329
$3.88M ﹤0.01%
80,335
-4,372
1330
$3.87M ﹤0.01%
46,946
-1,936
1331
$3.87M ﹤0.01%
47,392
-7,126
1332
$3.87M ﹤0.01%
79,186
+2,959
1333
$3.87M ﹤0.01%
81,265
+3,286
1334
$3.86M ﹤0.01%
94,173
+16,072
1335
$3.86M ﹤0.01%
1,009,696
-90,618
1336
$3.85M ﹤0.01%
83,305
+7,520
1337
$3.83M ﹤0.01%
22,003
-11,746
1338
$3.82M ﹤0.01%
37,127
-8,465
1339
$3.82M ﹤0.01%
42,165
+10,486
1340
$3.82M ﹤0.01%
38,975
+14,513
1341
$3.82M ﹤0.01%
165,515
-12,562
1342
$3.81M ﹤0.01%
66,558
+3,318
1343
$3.79M ﹤0.01%
52,719
-8,715
1344
$3.77M ﹤0.01%
179,233
+11,526
1345
$3.77M ﹤0.01%
562,265
-2,968
1346
$3.76M ﹤0.01%
49,256
+6,201
1347
$3.76M ﹤0.01%
10,792
-483
1348
$3.75M ﹤0.01%
37,672
+1,642
1349
$3.75M ﹤0.01%
72,875
-516
1350
$3.75M ﹤0.01%
22,187
+5,298
52 53
54
55 56