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
2351
$832K ﹤0.01%
48,588
+28,313
2352
$829K ﹤0.01%
1,605
-224
2353
$827K ﹤0.01%
17,793
-1,330
2354
$827K ﹤0.01%
24,424
-192,811
2355
$827K ﹤0.01%
51,464
+16,563
2356
$824K ﹤0.01%
12,516
-18,653
2357
$823K ﹤0.01%
80,201
+15,817
2358
$822K ﹤0.01%
18,210
+1,506
2359
$820K ﹤0.01%
200,025
+24,808
2360
$820K ﹤0.01%
16,483
+4,608
2361
$815K ﹤0.01%
44,816
+32,974
2362
$814K ﹤0.01%
72,785
-26,583
2363
$813K ﹤0.01%
21,247
-12
2364
$813K ﹤0.01%
93,298
-2,939
2365
$810K ﹤0.01%
144,424
+4,706
2366
$809K ﹤0.01%
17,143
-1,840
2367
$805K ﹤0.01%
3,009
+4
2368
$805K ﹤0.01%
+24,075
2369
$804K ﹤0.01%
31,476
-3,516
2370
$803K ﹤0.01%
71,441
+6,069
2371
$803K ﹤0.01%
11,502
+92
2372
$803K ﹤0.01%
12,714
+1,961
2373
$802K ﹤0.01%
5,039
-209
2374
$802K ﹤0.01%
40,756
-3,124
2375
$801K ﹤0.01%
16,065
-516
93 94
95
96 97