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
1776
$1.93M ﹤0.01%
28,081
-7,540
1777
$1.93M ﹤0.01%
34,829
+1,920
1778
$1.93M ﹤0.01%
42,831
-55,298
1779
$1.93M ﹤0.01%
193,768
+20,827
1780
$1.92M ﹤0.01%
102,931
+5,076
1781
$1.92M ﹤0.01%
94,667
+11,798
1782
$1.92M ﹤0.01%
39,867
+57
1783
$1.92M ﹤0.01%
49,106
+695
1784
$1.92M ﹤0.01%
64,868
-2,571
1785
$1.92M ﹤0.01%
9,535
+695
1786
$1.92M ﹤0.01%
65,484
+13,248
1787
$1.92M ﹤0.01%
49,648
-17,351
1788
$1.92M ﹤0.01%
20,142
-110,684
1789
$1.91M ﹤0.01%
7,073
-2,944
1790
$1.91M ﹤0.01%
51,722
+1,611
1791
$1.9M ﹤0.01%
28,815
-209
1792
$1.9M ﹤0.01%
47,393
-1,798
1793
$1.9M ﹤0.01%
19,870
-7,722
1794
$1.9M ﹤0.01%
36,501
-8,086
1795
$1.9M ﹤0.01%
49,798
+7,071
1796
$1.9M ﹤0.01%
86,198
+10,002
1797
$1.89M ﹤0.01%
47,646
+1,511
1798
$1.89M ﹤0.01%
52,028
+1,628
1799
$1.89M ﹤0.01%
18,763
+6,937
1800
$1.89M ﹤0.01%
12,710
+749
70 71
72
73 74