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
2101
$1.22M ﹤0.01%
33,430
+6,201
2102
$1.22M ﹤0.01%
118,861
+49,563
2103
$1.22M ﹤0.01%
148,351
+77,363
2104
$1.22M ﹤0.01%
15,133
-11,413
2105
$1.22M ﹤0.01%
11,444
-776
2106
$1.22M ﹤0.01%
29,061
+834
2107
$1.22M ﹤0.01%
52,012
-823
2108
$1.22M ﹤0.01%
36,522
+259
2109
$1.21M ﹤0.01%
23,795
-1,318
2110
$1.2M ﹤0.01%
29,761
+21,526
2111
$1.2M ﹤0.01%
57,078
-7,336
2112
$1.2M ﹤0.01%
17,688
-475
2113
$1.2M ﹤0.01%
+47,745
2114
$1.2M ﹤0.01%
11,310
-13,333
2115
$1.19M ﹤0.01%
50,409
-303
2116
$1.19M ﹤0.01%
108,712
+10,862
2117
$1.19M ﹤0.01%
47,593
+875
2118
$1.18M ﹤0.01%
79,089
+485
2119
$1.18M ﹤0.01%
33,439
+10,717
2120
$1.18M ﹤0.01%
11,791
+776
2121
$1.18M ﹤0.01%
15,595
-87
2122
$1.18M ﹤0.01%
49,864
+607
2123
$1.18M ﹤0.01%
33,950
-9,813
2124
$1.18M ﹤0.01%
29,475
-4,682
2125
$1.17M ﹤0.01%
4,928
-200
83 84
85
86 87