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
1626
$2.43M ﹤0.01%
38,435
+3,296
1627
$2.42M ﹤0.01%
13,756
+110
1628
$2.42M ﹤0.01%
46,525
-19,864
1629
$2.42M ﹤0.01%
9,751
+1,900
1630
$2.41M ﹤0.01%
900,783
+5,023
1631
$2.41M ﹤0.01%
41,391
-23,236
1632
$2.41M ﹤0.01%
44,278
+797
1633
$2.39M ﹤0.01%
79,923
-180
1634
$2.39M ﹤0.01%
50,913
+5,230
1635
$2.39M ﹤0.01%
295,613
+69,523
1636
$2.39M ﹤0.01%
143,689
+12,650
1637
$2.38M ﹤0.01%
16,027
+272
1638
$2.38M ﹤0.01%
164,320
+4,851
1639
$2.37M ﹤0.01%
+32,110
1640
$2.36M ﹤0.01%
26,492
+5,166
1641
$2.36M ﹤0.01%
87,543
+16,094
1642
$2.36M ﹤0.01%
38,209
+3,248
1643
$2.36M ﹤0.01%
42,980
-1,196
1644
$2.36M ﹤0.01%
22,748
-1,591
1645
$2.35M ﹤0.01%
103,051
+1,459
1646
$2.35M ﹤0.01%
96,450
+29,223
1647
$2.35M ﹤0.01%
328,966
+140,122
1648
$2.35M ﹤0.01%
210,321
-183,920
1649
$2.35M ﹤0.01%
71,684
+3,721
1650
$2.35M ﹤0.01%
+21,045
64 65
66
67 68