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
2076
$1.27M ﹤0.01%
26,299
-64,431
2077
$1.27M ﹤0.01%
26,368
-980
2078
$1.27M ﹤0.01%
97,149
+22,990
2079
$1.27M ﹤0.01%
+28,892
2080
$1.26M ﹤0.01%
96,870
-416,435
2081
$1.26M ﹤0.01%
69,884
+1,770
2082
$1.26M ﹤0.01%
334,389
+6,922
2083
$1.26M ﹤0.01%
41,286
-19,129
2084
$1.26M ﹤0.01%
50,840
+795
2085
$1.26M ﹤0.01%
200,778
-14,100
2086
$1.25M ﹤0.01%
55,724
+2,093
2087
$1.25M ﹤0.01%
260,225
-3,396
2088
$1.25M ﹤0.01%
70,815
+1,415
2089
$1.25M ﹤0.01%
94,190
-13,865
2090
$1.25M ﹤0.01%
13,343
-3,579
2091
$1.25M ﹤0.01%
9,725
-2,945
2092
$1.25M ﹤0.01%
53,674
+3,583
2093
$1.25M ﹤0.01%
38,055
+25,740
2094
$1.24M ﹤0.01%
72,386
+529
2095
$1.24M ﹤0.01%
30,969
-4,929
2096
$1.24M ﹤0.01%
31,921
-2,700
2097
$1.23M ﹤0.01%
63,054
-45,121
2098
$1.23M ﹤0.01%
14,585
-53
2099
$1.23M ﹤0.01%
30,720
-697
2100
$1.23M ﹤0.01%
33,005
-6,280
82 83
84
85 86