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
1951
$1.53M ﹤0.01%
70,205
-3,393
1952
$1.53M ﹤0.01%
52,143
+6,091
1953
$1.53M ﹤0.01%
38,957
+20,666
1954
$1.52M ﹤0.01%
85,836
-14,695
1955
$1.52M ﹤0.01%
81,494
-904
1956
$1.52M ﹤0.01%
47,104
+33,043
1957
$1.51M ﹤0.01%
39,747
-16,463
1958
$1.51M ﹤0.01%
77,567
-7,749
1959
$1.51M ﹤0.01%
55,238
+2,604
1960
$1.51M ﹤0.01%
4,941
-2,110
1961
$1.5M ﹤0.01%
36,588
+55
1962
$1.5M ﹤0.01%
4,715
+378
1963
$1.5M ﹤0.01%
62,240
+11,734
1964
$1.5M ﹤0.01%
72,496
-20,776
1965
$1.5M ﹤0.01%
175,088
+8,226
1966
$1.49M ﹤0.01%
179,091
+1,464
1967
$1.49M ﹤0.01%
+19,030
1968
$1.49M ﹤0.01%
24,451
-1,349
1969
$1.49M ﹤0.01%
22,229
-87
1970
$1.48M ﹤0.01%
12,448
-272
1971
$1.48M ﹤0.01%
9,386
+2,023
1972
$1.48M ﹤0.01%
24,845
-290
1973
$1.47M ﹤0.01%
92,484
-50,080
1974
$1.47M ﹤0.01%
13,775
+1,390
1975
$1.47M ﹤0.01%
62,046
-4,014
77 78
79
80 81