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
1726
$2.12M ﹤0.01%
148,451
-17,556
1727
$2.12M ﹤0.01%
280,737
-301,157
1728
$2.12M ﹤0.01%
15,650
-120
1729
$2.12M ﹤0.01%
+25,178
1730
$2.11M ﹤0.01%
242,322
-1,092
1731
$2.11M ﹤0.01%
57,662
+3,925
1732
$2.1M ﹤0.01%
99,672
+75,474
1733
$2.1M ﹤0.01%
62,103
+2,165
1734
$2.09M ﹤0.01%
95,185
+12,044
1735
$2.09M ﹤0.01%
90,860
+10,378
1736
$2.09M ﹤0.01%
35,862
-20,998
1737
$2.09M ﹤0.01%
18,510
-48
1738
$2.09M ﹤0.01%
85,501
+12,212
1739
$2.08M ﹤0.01%
192,606
+11,218
1740
$2.07M ﹤0.01%
42,873
+459
1741
$2.07M ﹤0.01%
48,593
-1,334
1742
$2.07M ﹤0.01%
34,712
+2,309
1743
$2.06M ﹤0.01%
52,311
-2,292
1744
$2.06M ﹤0.01%
16,277
+697
1745
$2.05M ﹤0.01%
102,708
+6,534
1746
$2.05M ﹤0.01%
+68,832
1747
$2.04M ﹤0.01%
52,426
+14,518
1748
$2.03M ﹤0.01%
18,551
+399
1749
$2.03M ﹤0.01%
81,014
-6,195
1750
$2.02M ﹤0.01%
76,240
+13,024
68 69
70
71 72