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
2201
$1.04M ﹤0.01%
128,111
+9,447
2202
$1.04M ﹤0.01%
86,960
-73,299
2203
$1.04M ﹤0.01%
11,247
+7,028
2204
$1.04M ﹤0.01%
36,436
+14,895
2205
$1.04M ﹤0.01%
98,227
+24,284
2206
$1.04M ﹤0.01%
27,927
-80
2207
$1.03M ﹤0.01%
115,825
+1,420
2208
$1.03M ﹤0.01%
37,866
+13,050
2209
$1.03M ﹤0.01%
155,658
+26,009
2210
$1.03M ﹤0.01%
28,877
-511
2211
$1.03M ﹤0.01%
144,682
+20,804
2212
$1.03M ﹤0.01%
101,201
+22,989
2213
$1.03M ﹤0.01%
3,097
+499
2214
$1.03M ﹤0.01%
24,194
+16,616
2215
$1.03M ﹤0.01%
156,502
+18,437
2216
$1.02M ﹤0.01%
18,305
-35,083
2217
$1.02M ﹤0.01%
+64,873
2218
$1.02M ﹤0.01%
19,181
+201
2219
$1.02M ﹤0.01%
17,105
+4,253
2220
$1.02M ﹤0.01%
29,434
+12,352
2221
$1.02M ﹤0.01%
7,919
-14,501
2222
$1.02M ﹤0.01%
39,250
-914
2223
$1.02M ﹤0.01%
7,943
-1,634
2224
$1.01M ﹤0.01%
8,520
-133
2225
$1.01M ﹤0.01%
20,033
-21,248
87 88
89
90 91