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
2226
$1.01M ﹤0.01%
28,207
+7,328
2227
$1.01M ﹤0.01%
23,990
-240
2228
$1.01M ﹤0.01%
16,932
-3,785
2229
$1M ﹤0.01%
15,814
+1,038
2230
$1M ﹤0.01%
43,940
+249
2231
$1M ﹤0.01%
6,297
+3,832
2232
$1M ﹤0.01%
26,121
+2,189
2233
$1M ﹤0.01%
27,947
-14,874
2234
$998K ﹤0.01%
27,357
-32,744
2235
$998K ﹤0.01%
54,663
-26,472
2236
$996K ﹤0.01%
208,327
+67,512
2237
$995K ﹤0.01%
60,853
+1,391
2238
$991K ﹤0.01%
187,259
+27,372
2239
$991K ﹤0.01%
17,647
+2,809
2240
$990K ﹤0.01%
25,510
-15,422
2241
$990K ﹤0.01%
25,309
-349
2242
$988K ﹤0.01%
+179,390
2243
$988K ﹤0.01%
146,949
+135,509
2244
$986K ﹤0.01%
23,630
-1,296
2245
$985K ﹤0.01%
95,691
-1,290
2246
$981K ﹤0.01%
166,522
+3,029
2247
$981K ﹤0.01%
15,446
-578
2248
$980K ﹤0.01%
111,154
+24,932
2249
$980K ﹤0.01%
80,440
-17,479
2250
$979K ﹤0.01%
18,487
-1,029
88 89
90
91 92