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
2376
$798K ﹤0.01%
67,030
+2,700
2377
$798K ﹤0.01%
+10,449
2378
$796K ﹤0.01%
36,372
+16,057
2379
$796K ﹤0.01%
37,006
-822
2380
$796K ﹤0.01%
26,296
+1,306
2381
$794K ﹤0.01%
31,441
+2,742
2382
$792K ﹤0.01%
+134,196
2383
$791K ﹤0.01%
3,572
-1,850
2384
$790K ﹤0.01%
54,760
-2,065
2385
$786K ﹤0.01%
+10,562
2386
$785K ﹤0.01%
44,952
+7,416
2387
$785K ﹤0.01%
13,109
-7,083
2388
$785K ﹤0.01%
21,055
2389
$785K ﹤0.01%
+22,410
2390
$782K ﹤0.01%
5,379
+153
2391
$780K ﹤0.01%
+24,878
2392
$778K ﹤0.01%
52,702
-2,209
2393
$778K ﹤0.01%
27,212
-172
2394
$774K ﹤0.01%
26,634
+270
2395
$774K ﹤0.01%
+16,904
2396
$773K ﹤0.01%
34,862
+4,216
2397
$770K ﹤0.01%
23,424
+865
2398
$769K ﹤0.01%
22,075
+14,379
2399
$768K ﹤0.01%
22,721
+1,448
2400
$765K ﹤0.01%
33,804
-6,136
94 95
96
97 98