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
1601
$2.52M ﹤0.01%
28,249
+3,921
1602
$2.52M ﹤0.01%
71,885
+46,392
1603
$2.51M ﹤0.01%
64,246
-55,777
1604
$2.51M ﹤0.01%
84,201
-102,393
1605
$2.51M ﹤0.01%
16,096
-1,001
1606
$2.5M ﹤0.01%
30,682
-5,191
1607
$2.5M ﹤0.01%
187,630
+7,226
1608
$2.49M ﹤0.01%
91,908
-6,071
1609
$2.49M ﹤0.01%
139,696
-7,110
1610
$2.49M ﹤0.01%
+78,611
1611
$2.49M ﹤0.01%
37,035
-2,688
1612
$2.48M ﹤0.01%
48,344
+20,557
1613
$2.48M ﹤0.01%
32,651
+1,742
1614
$2.47M ﹤0.01%
58,644
-40,233
1615
$2.47M ﹤0.01%
35,895
-702
1616
$2.46M ﹤0.01%
40,814
+7,671
1617
$2.46M ﹤0.01%
32,877
+1,402
1618
$2.46M ﹤0.01%
12,208
+7,232
1619
$2.46M ﹤0.01%
9,681
-153
1620
$2.45M ﹤0.01%
123,915
+4,437
1621
$2.45M ﹤0.01%
83,490
+8,992
1622
$2.44M ﹤0.01%
81,964
-12,493
1623
$2.44M ﹤0.01%
22,712
-753
1624
$2.43M ﹤0.01%
41,752
+28,547
1625
$2.43M ﹤0.01%
18,447
-15,763
63 64
65
66 67