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
1851
$1.77M ﹤0.01%
41,394
-180,916
1852
$1.76M ﹤0.01%
64,878
-542,145
1853
$1.76M ﹤0.01%
40,510
+22,021
1854
$1.76M ﹤0.01%
22,702
-2,773
1855
$1.76M ﹤0.01%
194,607
-34,605
1856
$1.75M ﹤0.01%
216,144
+1,879
1857
$1.74M ﹤0.01%
21,862
-1,728
1858
$1.73M ﹤0.01%
35,537
-987
1859
$1.73M ﹤0.01%
71,654
-10,608
1860
$1.73M ﹤0.01%
32,543
-12,907
1861
$1.73M ﹤0.01%
144,138
-17,044
1862
$1.73M ﹤0.01%
36,894
+5,619
1863
$1.73M ﹤0.01%
15,895
+50
1864
$1.73M ﹤0.01%
66,169
+376
1865
$1.73M ﹤0.01%
50,215
+831
1866
$1.72M ﹤0.01%
58,846
-5,427
1867
$1.72M ﹤0.01%
10,632
+434
1868
$1.72M ﹤0.01%
55,343
1869
$1.72M ﹤0.01%
8,699
-3,237
1870
$1.72M ﹤0.01%
34,080
1871
$1.72M ﹤0.01%
46,148
+3,562
1872
$1.71M ﹤0.01%
282,202
+13,446
1873
$1.71M ﹤0.01%
62,482
-2,922
1874
$1.71M ﹤0.01%
12,452
-2,246
1875
$1.7M ﹤0.01%
29,468
-8,610
73 74
75
76 77