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
1351
$3.74M ﹤0.01%
161,871
+12,882
1352
$3.74M ﹤0.01%
17,709
+152
1353
$3.72M ﹤0.01%
54,714
-581
1354
$3.71M ﹤0.01%
652,630
+9,047
1355
$3.71M ﹤0.01%
243,446
+144,323
1356
$3.7M ﹤0.01%
304,442
+200,395
1357
$3.69M ﹤0.01%
281,381
+4,595
1358
$3.69M ﹤0.01%
62,088
-289
1359
$3.69M ﹤0.01%
42,869
-3,478
1360
$3.68M ﹤0.01%
68,626
+39,234
1361
$3.68M ﹤0.01%
242,343
+60,464
1362
$3.67M ﹤0.01%
128,586
+14,602
1363
$3.67M ﹤0.01%
83,498
-109,583
1364
$3.66M ﹤0.01%
106,202
+505
1365
$3.65M ﹤0.01%
+530,297
1366
$3.61M ﹤0.01%
278,269
+716
1367
$3.61M ﹤0.01%
14,618
-1,650
1368
$3.6M ﹤0.01%
67,549
-11,688
1369
$3.59M ﹤0.01%
30,929
+4,523
1370
$3.58M ﹤0.01%
104,474
+35,520
1371
$3.58M ﹤0.01%
30,324
-1,966
1372
$3.57M ﹤0.01%
76,662
-14,835
1373
$3.57M ﹤0.01%
40,101
+17,717
1374
$3.55M ﹤0.01%
121,983
-1,819
1375
$3.55M ﹤0.01%
30,895
-906
53 54
55
56 57