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
1526
$2.79M ﹤0.01%
240,035
+95,252
1527
$2.78M ﹤0.01%
39,282
+7,385
1528
$2.78M ﹤0.01%
225,883
+43,324
1529
$2.76M ﹤0.01%
108,214
-19,626
1530
$2.76M ﹤0.01%
314,216
-41,485
1531
$2.76M ﹤0.01%
49,310
-824
1532
$2.76M ﹤0.01%
39,967
-64,966
1533
$2.76M ﹤0.01%
20,399
-1,604
1534
$2.76M ﹤0.01%
34,307
-8,568
1535
$2.75M ﹤0.01%
106,295
-29,842
1536
$2.74M ﹤0.01%
76,921
+1,962
1537
$2.74M ﹤0.01%
313,031
+20,130
1538
$2.74M ﹤0.01%
34,784
+24,643
1539
$2.74M ﹤0.01%
52,255
-11,173
1540
$2.74M ﹤0.01%
35,017
-48
1541
$2.74M ﹤0.01%
29,982
+2,721
1542
$2.74M ﹤0.01%
35,457
+263
1543
$2.74M ﹤0.01%
175,086
+26,589
1544
$2.73M ﹤0.01%
24,624
-5,852
1545
$2.72M ﹤0.01%
190,746
-137,190
1546
$2.72M ﹤0.01%
23,312
+11,524
1547
$2.72M ﹤0.01%
51,014
+3,326
1548
$2.71M ﹤0.01%
107,335
+9,509
1549
$2.71M ﹤0.01%
75,555
-3,497
1550
$2.71M ﹤0.01%
16,126
-4,206
60 61
62
63 64