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
1376
$3.55M ﹤0.01%
68,183
+44,474
1377
$3.54M ﹤0.01%
92,979
+1,515
1378
$3.54M ﹤0.01%
38,465
+3,353
1379
$3.53M ﹤0.01%
129,959
+38,732
1380
$3.53M ﹤0.01%
71,162
+7,660
1381
$3.53M ﹤0.01%
51,502
-2,360
1382
$3.52M ﹤0.01%
53,917
-15,545
1383
$3.52M ﹤0.01%
147,445
+9,876
1384
$3.52M ﹤0.01%
40,044
-1,190
1385
$3.51M ﹤0.01%
75,793
-3,004
1386
$3.51M ﹤0.01%
124,059
+469
1387
$3.5M ﹤0.01%
241,544
+8,365
1388
$3.5M ﹤0.01%
57,451
-6,006
1389
$3.49M ﹤0.01%
86,311
+1,781
1390
$3.49M ﹤0.01%
185,905
+3,184
1391
$3.49M ﹤0.01%
22,831
-959
1392
$3.49M ﹤0.01%
31,277
-3,748
1393
$3.48M ﹤0.01%
32,915
+2,213
1394
$3.48M ﹤0.01%
70,528
+25,701
1395
$3.47M ﹤0.01%
45,755
+3,023
1396
$3.47M ﹤0.01%
+336,642
1397
$3.46M ﹤0.01%
59,636
+2,667
1398
$3.45M ﹤0.01%
67,514
+63,638
1399
$3.43M ﹤0.01%
+69,300
1400
$3.43M ﹤0.01%
34,210
+1,490
54 55
56
57 58