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
1701
$2.2M ﹤0.01%
+135,755
1702
$2.19M ﹤0.01%
+46,969
1703
$2.19M ﹤0.01%
41,861
-14,486
1704
$2.19M ﹤0.01%
90,055
+5,052
1705
$2.18M ﹤0.01%
12,720
+1,252
1706
$2.18M ﹤0.01%
128,253
+2,528
1707
$2.18M ﹤0.01%
82,910
+1,553
1708
$2.18M ﹤0.01%
115,583
+17,998
1709
$2.18M ﹤0.01%
133,372
-23,313
1710
$2.18M ﹤0.01%
97,078
+4,822
1711
$2.16M ﹤0.01%
57,173
+6,494
1712
$2.16M ﹤0.01%
63,572
-84,634
1713
$2.16M ﹤0.01%
19,647
-18,358
1714
$2.15M ﹤0.01%
14,032
-8,504
1715
$2.15M ﹤0.01%
8,154
+493
1716
$2.15M ﹤0.01%
53,124
+32,474
1717
$2.14M ﹤0.01%
28,039
-278,415
1718
$2.13M ﹤0.01%
92,061
+4,044
1719
$2.13M ﹤0.01%
108,892
+28,646
1720
$2.13M ﹤0.01%
46,779
+22
1721
$2.13M ﹤0.01%
42,347
+408
1722
$2.12M ﹤0.01%
43,451
-181
1723
$2.12M ﹤0.01%
56,926
-1,033
1724
$2.12M ﹤0.01%
52,050
-30
1725
$2.12M ﹤0.01%
38,874
-996
67 68
69
70 71