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
1901
$1.63M ﹤0.01%
71,963
+20,214
1902
$1.62M ﹤0.01%
23,666
-1,217
1903
$1.62M ﹤0.01%
23,260
+2,400
1904
$1.62M ﹤0.01%
30,715
-795
1905
$1.61M ﹤0.01%
44,752
+20,033
1906
$1.61M ﹤0.01%
15,954
+14,016
1907
$1.61M ﹤0.01%
98,834
+16,926
1908
$1.61M ﹤0.01%
48,859
+334
1909
$1.61M ﹤0.01%
82,943
+245
1910
$1.61M ﹤0.01%
49,049
-537
1911
$1.6M ﹤0.01%
71,830
+94
1912
$1.6M ﹤0.01%
57,783
-1,152
1913
$1.6M ﹤0.01%
101,708
-718
1914
$1.6M ﹤0.01%
19,566
-23,020
1915
$1.6M ﹤0.01%
33,142
-1,550
1916
$1.6M ﹤0.01%
41,418
+370
1917
$1.6M ﹤0.01%
49,726
-210
1918
$1.59M ﹤0.01%
7,359
+4,486
1919
$1.59M ﹤0.01%
24,819
-10,720
1920
$1.59M ﹤0.01%
189,904
+1,465
1921
$1.59M ﹤0.01%
195,196
-56,991
1922
$1.58M ﹤0.01%
27,159
-8,168
1923
$1.58M ﹤0.01%
65,339
-23,194
1924
$1.58M ﹤0.01%
+20,527
1925
$1.58M ﹤0.01%
113,913
-1,727
75 76
77
78 79