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
1926
$1.58M ﹤0.01%
32,548
+22,899
1927
$1.58M ﹤0.01%
188,311
-990
1928
$1.58M ﹤0.01%
16,127
+626
1929
$1.58M ﹤0.01%
72,873
-44,153
1930
$1.58M ﹤0.01%
25,702
-4,005
1931
$1.57M ﹤0.01%
12,473
-2,119
1932
$1.57M ﹤0.01%
144,626
-12,176
1933
$1.57M ﹤0.01%
29,886
+3,591
1934
$1.57M ﹤0.01%
21,605
+2,598
1935
$1.57M ﹤0.01%
77,229
+4,589
1936
$1.57M ﹤0.01%
6,323
+3,704
1937
$1.56M ﹤0.01%
72,197
+42,028
1938
$1.56M ﹤0.01%
28,492
+1,922
1939
$1.56M ﹤0.01%
38,543
-2,443
1940
$1.56M ﹤0.01%
21,110
+7,200
1941
$1.56M ﹤0.01%
127,107
-3,758
1942
$1.56M ﹤0.01%
31,794
+830
1943
$1.56M ﹤0.01%
10,433
-2,416
1944
$1.55M ﹤0.01%
25,674
-666
1945
$1.55M ﹤0.01%
+62,427
1946
$1.55M ﹤0.01%
14,700
+582
1947
$1.55M ﹤0.01%
+60,160
1948
$1.55M ﹤0.01%
72,782
-1,994
1949
$1.54M ﹤0.01%
37,786
+2,188
1950
$1.54M ﹤0.01%
55,893
-39,087
76 77
78
79 80