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
2176
$1.06M ﹤0.01%
5,092
+1,355
2177
$1.06M ﹤0.01%
11,223
+1,985
2178
$1.06M ﹤0.01%
43,270
-1,199
2179
$1.06M ﹤0.01%
6,846
-3,838
2180
$1.06M ﹤0.01%
50,462
+12,604
2181
$1.06M ﹤0.01%
+41,742
2182
$1.06M ﹤0.01%
5,645
+765
2183
$1.06M ﹤0.01%
61,012
-7,491
2184
$1.06M ﹤0.01%
5,051
-2,990
2185
$1.06M ﹤0.01%
15,652
+261
2186
$1.06M ﹤0.01%
69,139
+2,150
2187
$1.06M ﹤0.01%
7,943
+393
2188
$1.06M ﹤0.01%
43,886
+124
2189
$1.06M ﹤0.01%
40,201
+1,805
2190
$1.06M ﹤0.01%
92,503
+3,121
2191
$1.05M ﹤0.01%
225,497
-11,283
2192
$1.05M ﹤0.01%
+97,282
2193
$1.05M ﹤0.01%
37,279
-48,627
2194
$1.04M ﹤0.01%
64,651
+1,152
2195
$1.04M ﹤0.01%
11,462
+61
2196
$1.04M ﹤0.01%
392,546
-64,762
2197
$1.04M ﹤0.01%
106,923
+8,045
2198
$1.04M ﹤0.01%
334,063
+2,622
2199
$1.04M ﹤0.01%
21,798
-4,010
2200
$1.04M ﹤0.01%
29,914
-11,014
86 87
88
89 90