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
1576
$2.62M ﹤0.01%
84,101
+51,495
1577
$2.62M ﹤0.01%
132,091
+4,213
1578
$2.61M ﹤0.01%
67,337
+6,110
1579
$2.61M ﹤0.01%
19,076
+6,320
1580
$2.61M ﹤0.01%
39,108
+21,572
1581
$2.59M ﹤0.01%
215,694
+17,997
1582
$2.59M ﹤0.01%
57,173
+18,872
1583
$2.58M ﹤0.01%
129,323
+58,836
1584
$2.58M ﹤0.01%
8,372
+628
1585
$2.58M ﹤0.01%
114,460
+5,507
1586
$2.58M ﹤0.01%
150,432
-24,367
1587
$2.57M ﹤0.01%
50,342
-1,664
1588
$2.57M ﹤0.01%
63,203
+4,439
1589
$2.57M ﹤0.01%
77,230
+60,950
1590
$2.56M ﹤0.01%
157,134
+68,973
1591
$2.55M ﹤0.01%
55,833
-481
1592
$2.55M ﹤0.01%
84,379
+48
1593
$2.55M ﹤0.01%
53,670
+3,743
1594
$2.55M ﹤0.01%
292,174
+29,347
1595
$2.54M ﹤0.01%
52,484
-3,072
1596
$2.54M ﹤0.01%
236,982
-127,712
1597
$2.53M ﹤0.01%
46,870
+595
1598
$2.53M ﹤0.01%
65,892
+5,322
1599
$2.53M ﹤0.01%
122,385
-881
1600
$2.53M ﹤0.01%
84,761
+2,880
62 63
64
65 66