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
1976
$1.47M ﹤0.01%
88,247
+22,063
1977
$1.47M ﹤0.01%
101,844
-24,222
1978
$1.47M ﹤0.01%
41,113
-539
1979
$1.46M ﹤0.01%
80,397
-219
1980
$1.46M ﹤0.01%
95,068
+6,590
1981
$1.46M ﹤0.01%
79,369
+17,558
1982
$1.46M ﹤0.01%
25,778
-11,318
1983
$1.46M ﹤0.01%
48,385
+3,468
1984
$1.46M ﹤0.01%
18,998
-2,935
1985
$1.46M ﹤0.01%
96,582
+198
1986
$1.45M ﹤0.01%
9,361
-66
1987
$1.45M ﹤0.01%
+39,406
1988
$1.45M ﹤0.01%
74,212
+30,985
1989
$1.45M ﹤0.01%
15,608
+2,230
1990
$1.45M ﹤0.01%
48,929
-5,989
1991
$1.45M ﹤0.01%
11,990
+852
1992
$1.44M ﹤0.01%
144,725
-26,226
1993
$1.44M ﹤0.01%
28,501
-2,320
1994
$1.43M ﹤0.01%
66,362
+21,012
1995
$1.43M ﹤0.01%
146,546
+3,838
1996
$1.43M ﹤0.01%
95,443
+11,106
1997
$1.43M ﹤0.01%
14,912
-5,490
1998
$1.43M ﹤0.01%
35,317
-10,006
1999
$1.43M ﹤0.01%
59,208
2000
$1.43M ﹤0.01%
270,614
-13,020
78 79
80
81 82