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
1401
$3.42M ﹤0.01%
465,721
-6,080
1402
$3.41M ﹤0.01%
47,654
+1,237
1403
$3.41M ﹤0.01%
173,347
+12,375
1404
$3.4M ﹤0.01%
57,728
-4,545
1405
$3.4M ﹤0.01%
478,681
-10,795
1406
$3.4M ﹤0.01%
109,032
+10,307
1407
$3.39M ﹤0.01%
12,448
-106
1408
$3.38M ﹤0.01%
73,778
+11,690
1409
$3.38M ﹤0.01%
97,934
+40,744
1410
$3.37M ﹤0.01%
25,091
-3,665
1411
$3.37M ﹤0.01%
81,222
-5,845
1412
$3.37M ﹤0.01%
61,882
+9,124
1413
$3.37M ﹤0.01%
25,358
-4,782
1414
$3.36M ﹤0.01%
59,529
+16,648
1415
$3.35M ﹤0.01%
178,957
+5,373
1416
$3.34M ﹤0.01%
96,890
-1,625
1417
$3.33M ﹤0.01%
20,073
-1,132
1418
$3.32M ﹤0.01%
34,002
-4,495
1419
$3.31M ﹤0.01%
108,123
+98,875
1420
$3.3M ﹤0.01%
46,670
-4,422
1421
$3.28M ﹤0.01%
8,945
+898
1422
$3.28M ﹤0.01%
11,500
+178
1423
$3.26M ﹤0.01%
80,542
-36,018
1424
$3.25M ﹤0.01%
63,863
-19,251
1425
$3.25M ﹤0.01%
63,583
-3,588
55 56
57
58 59