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
2126
$1.17M ﹤0.01%
72,861
-2,647
2127
$1.17M ﹤0.01%
255,019
+87,931
2128
$1.16M ﹤0.01%
26,757
+430
2129
$1.16M ﹤0.01%
52,232
+923
2130
$1.16M ﹤0.01%
49,424
+6,949
2131
$1.16M ﹤0.01%
19,539
-5,939
2132
$1.16M ﹤0.01%
115,525
-1,175
2133
$1.16M ﹤0.01%
46,655
+1,201
2134
$1.16M ﹤0.01%
264,473
+18,760
2135
$1.16M ﹤0.01%
11,457
-3,335
2136
$1.15M ﹤0.01%
27,973
2137
$1.15M ﹤0.01%
26,806
+758
2138
$1.14M ﹤0.01%
94,606
+3,334
2139
$1.14M ﹤0.01%
45,272
+96
2140
$1.14M ﹤0.01%
9,307
-3,121
2141
$1.14M ﹤0.01%
220,806
+29,802
2142
$1.14M ﹤0.01%
29,772
+6,026
2143
$1.13M ﹤0.01%
35,994
-151
2144
$1.12M ﹤0.01%
184,439
+7,832
2145
$1.12M ﹤0.01%
65,698
+5,793
2146
$1.12M ﹤0.01%
34,175
+19,517
2147
$1.12M ﹤0.01%
194,016
-1,196
2148
$1.12M ﹤0.01%
11,607
+41
2149
$1.12M ﹤0.01%
52,081
+2,941
2150
$1.12M ﹤0.01%
48,223
-2,210
84 85
86
87 88