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
1451
$3.13M ﹤0.01%
30,942
+1,895
1452
$3.12M ﹤0.01%
65,778
+1,351
1453
$3.12M ﹤0.01%
63,881
+1,200
1454
$3.11M ﹤0.01%
174,092
+97,005
1455
$3.11M ﹤0.01%
30,097
-623
1456
$3.1M ﹤0.01%
199,458
+20,746
1457
$3.09M ﹤0.01%
103,446
+4,249
1458
$3.09M ﹤0.01%
293,811
+65,534
1459
$3.08M ﹤0.01%
128,627
+4,643
1460
$3.08M ﹤0.01%
46,906
-2,820
1461
$3.07M ﹤0.01%
59,783
+4,418
1462
$3.07M ﹤0.01%
39,987
-723
1463
$3.07M ﹤0.01%
192,633
+30,280
1464
$3.07M ﹤0.01%
45,959
-1,062
1465
$3.06M ﹤0.01%
27,148
-1,245
1466
$3.06M ﹤0.01%
17,068
+395
1467
$3.05M ﹤0.01%
49,626
+24,400
1468
$3.05M ﹤0.01%
109,163
+8,941
1469
$3.05M ﹤0.01%
96,530
+5,600
1470
$3.05M ﹤0.01%
82,834
-9,313
1471
$3.04M ﹤0.01%
19,223
-1,070
1472
$3.03M ﹤0.01%
100,647
-24,978
1473
$3.01M ﹤0.01%
322,212
-16,519
1474
$3.01M ﹤0.01%
136,886
+78,485
1475
$3.01M ﹤0.01%
122,964
-111,460
57 58
59
60 61