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
2276
$939K ﹤0.01%
64,814
-891
2277
$937K ﹤0.01%
33,825
-1,248
2278
$936K ﹤0.01%
14,132
+2,884
2279
$933K ﹤0.01%
18,793
-21,127
2280
$933K ﹤0.01%
44,981
+1,542
2281
$933K ﹤0.01%
24,052
+1,484
2282
$931K ﹤0.01%
29,019
-5
2283
$930K ﹤0.01%
24,709
-20,362
2284
$924K ﹤0.01%
39,722
+2,993
2285
$918K ﹤0.01%
23,557
+3,491
2286
$916K ﹤0.01%
28,236
-346
2287
$916K ﹤0.01%
60,767
+5,575
2288
$915K ﹤0.01%
48,053
+11,185
2289
$915K ﹤0.01%
24,667
+17,202
2290
$914K ﹤0.01%
21,351
+386
2291
$913K ﹤0.01%
74,352
+36,877
2292
$913K ﹤0.01%
9,458
+4,190
2293
$912K ﹤0.01%
37,300
+12,040
2294
$910K ﹤0.01%
7,098
-46
2295
$910K ﹤0.01%
15,641
-8,482
2296
$909K ﹤0.01%
12,710
-35,962
2297
$909K ﹤0.01%
16,299
+314
2298
$907K ﹤0.01%
29,842
-299
2299
$906K ﹤0.01%
126,646
-535
2300
$904K ﹤0.01%
9,140
-3,654
90 91
92
93 94