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
1501
$2.91M ﹤0.01%
34,389
+881
1502
$2.9M ﹤0.01%
21,073
+284
1503
$2.9M ﹤0.01%
26,922
+300
1504
$2.89M ﹤0.01%
59,465
-17,079
1505
$2.88M ﹤0.01%
47,556
+3,964
1506
$2.87M ﹤0.01%
49,529
-2,373
1507
$2.87M ﹤0.01%
15,415
-17
1508
$2.87M ﹤0.01%
318,899
+6,955
1509
$2.86M ﹤0.01%
71,958
+35,249
1510
$2.86M ﹤0.01%
31,461
-221
1511
$2.85M ﹤0.01%
51,981
-9,916
1512
$2.85M ﹤0.01%
+6,807
1513
$2.85M ﹤0.01%
20,953
-986
1514
$2.85M ﹤0.01%
10,853
-17,273
1515
$2.85M ﹤0.01%
51,197
-28,197
1516
$2.85M ﹤0.01%
12,948
+11,882
1517
$2.83M ﹤0.01%
65,349
+330
1518
$2.83M ﹤0.01%
199,950
+27,854
1519
$2.83M ﹤0.01%
52,534
+3,147
1520
$2.83M ﹤0.01%
105,532
-83,584
1521
$2.82M ﹤0.01%
229,782
+48,440
1522
$2.82M ﹤0.01%
59,741
-12,908
1523
$2.81M ﹤0.01%
126,364
+11
1524
$2.81M ﹤0.01%
62,573
-10,683
1525
$2.79M ﹤0.01%
32,887
-414
59 60
61
62 63