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
1651
$2.35M ﹤0.01%
327,529
+10,239
1652
$2.34M ﹤0.01%
266,752
+15
1653
$2.34M ﹤0.01%
20,119
-1,758
1654
$2.34M ﹤0.01%
504,679
-8,901
1655
$2.34M ﹤0.01%
88,895
+16,013
1656
$2.34M ﹤0.01%
178,443
+24,078
1657
$2.34M ﹤0.01%
80,866
+27,592
1658
$2.33M ﹤0.01%
69,281
-109
1659
$2.33M ﹤0.01%
24,647
-27,109
1660
$2.33M ﹤0.01%
36,602
+1,170
1661
$2.33M ﹤0.01%
185,430
+8,080
1662
$2.33M ﹤0.01%
10,477
+2,284
1663
$2.32M ﹤0.01%
39,004
-73,507
1664
$2.31M ﹤0.01%
71,194
-6,064
1665
$2.31M ﹤0.01%
13,312
-1,878
1666
$2.3M ﹤0.01%
52,542
-1,431
1667
$2.3M ﹤0.01%
119,814
+23,103
1668
$2.29M ﹤0.01%
199,857
-13,862
1669
$2.29M ﹤0.01%
65,507
+10,728
1670
$2.29M ﹤0.01%
94,209
+2,467
1671
$2.29M ﹤0.01%
64,410
+21,007
1672
$2.29M ﹤0.01%
67,028
+6,914
1673
$2.29M ﹤0.01%
17,401
-26,072
1674
$2.28M ﹤0.01%
1,691,355
+328,241
1675
$2.28M ﹤0.01%
1,932
+63
65 66
67
68 69