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
2051
$1.31M ﹤0.01%
85,009
-742
2052
$1.31M ﹤0.01%
25,115
+5,545
2053
$1.31M ﹤0.01%
30,372
-12,551
2054
$1.31M ﹤0.01%
10,091
+1,964
2055
$1.3M ﹤0.01%
55,412
+6,477
2056
$1.3M ﹤0.01%
14,125
-289
2057
$1.3M ﹤0.01%
25,251
+1,562
2058
$1.3M ﹤0.01%
30,593
+3,944
2059
$1.3M ﹤0.01%
50,762
-26,080
2060
$1.3M ﹤0.01%
108,432
+37,470
2061
$1.29M ﹤0.01%
+19,150
2062
$1.29M ﹤0.01%
60,102
+3,809
2063
$1.29M ﹤0.01%
35,703
-6,840
2064
$1.29M ﹤0.01%
2,275
-205
2065
$1.29M ﹤0.01%
187,299
-932
2066
$1.29M ﹤0.01%
82,635
-65
2067
$1.28M ﹤0.01%
16,542
-765
2068
$1.28M ﹤0.01%
154,401
-155,955
2069
$1.28M ﹤0.01%
56,365
+5,813
2070
$1.28M ﹤0.01%
56,060
-19,392
2071
$1.28M ﹤0.01%
9,028
-2,496
2072
$1.28M ﹤0.01%
19,489
+1,070
2073
$1.27M ﹤0.01%
164,767
+287
2074
$1.27M ﹤0.01%
41,121
+4,411
2075
$1.27M ﹤0.01%
41,966
-17,976
81 82
83
84 85