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
1551
$2.71M ﹤0.01%
55,438
-17,592
1552
$2.71M ﹤0.01%
1,405
-106
1553
$2.71M ﹤0.01%
89,977
+32,777
1554
$2.7M ﹤0.01%
188,614
+12,566
1555
$2.7M ﹤0.01%
45,518
+12,640
1556
$2.69M ﹤0.01%
75,259
+23,225
1557
$2.69M ﹤0.01%
109,336
+2,124
1558
$2.69M ﹤0.01%
35,237
+8,357
1559
$2.68M ﹤0.01%
37,482
-8,289
1560
$2.68M ﹤0.01%
66,504
+3,324
1561
$2.67M ﹤0.01%
25,687
+899
1562
$2.67M ﹤0.01%
74,966
-69,720
1563
$2.66M ﹤0.01%
160,590
+26,612
1564
$2.66M ﹤0.01%
71,799
+52,575
1565
$2.66M ﹤0.01%
42,406
+367
1566
$2.66M ﹤0.01%
84,598
-5,040
1567
$2.66M ﹤0.01%
23,925
-36,667
1568
$2.66M ﹤0.01%
41,088
-38,382
1569
$2.65M ﹤0.01%
143,924
-5,189
1570
$2.65M ﹤0.01%
17,376
-2,477
1571
$2.64M ﹤0.01%
122,905
-13,701
1572
$2.64M ﹤0.01%
37,866
-4,189
1573
$2.64M ﹤0.01%
20,830
+6,006
1574
$2.63M ﹤0.01%
+102,235
1575
$2.63M ﹤0.01%
171,925
-300
61 62
63
64 65