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
1751
$2.01M ﹤0.01%
18,196
-4,480
1752
$2.01M ﹤0.01%
57,731
-33,557
1753
$2.01M ﹤0.01%
26,811
-7,040
1754
$2M ﹤0.01%
10,516
-1,909
1755
$2M ﹤0.01%
14,952
+1,071
1756
$1.99M ﹤0.01%
79,706
+6,388
1757
$1.99M ﹤0.01%
78,745
+10,234
1758
$1.99M ﹤0.01%
71,781
+5,042
1759
$1.98M ﹤0.01%
39,845
-16,074
1760
$1.98M ﹤0.01%
80,201
-6,614
1761
$1.98M ﹤0.01%
8,243
-1,129
1762
$1.98M ﹤0.01%
65,507
+33,221
1763
$1.97M ﹤0.01%
254,164
-45,311
1764
$1.97M ﹤0.01%
36,825
-4,481
1765
$1.97M ﹤0.01%
17,293
+1,274
1766
$1.96M ﹤0.01%
49,137
+34,054
1767
$1.96M ﹤0.01%
672,034
-172,625
1768
$1.96M ﹤0.01%
47,721
-9,650
1769
$1.96M ﹤0.01%
28,334
-4,334
1770
$1.95M ﹤0.01%
120,707
+15,479
1771
$1.95M ﹤0.01%
27,652
+604
1772
$1.95M ﹤0.01%
53,756
+1,615
1773
$1.94M ﹤0.01%
24,530
-128,357
1774
$1.94M ﹤0.01%
34,138
+1,411
1775
$1.94M ﹤0.01%
217,764
+91,817
69 70
71
72 73