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
$56B
AUM Growth
+$7.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$78.1M
3
+$52.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$51.3M
5
MSFT icon
Microsoft
MSFT
+$48.6M

Top Sells

1
+$287M
2
+$36.6M
3
+$36M
4
QCOM icon
Qualcomm
QCOM
+$31.9M
5
AZN icon
AstraZeneca
AZN
+$27.3M

Sector Composition

1 Technology 17.03%
2 Healthcare 11.27%
3 Financials 9.04%
4 Industrials 8.9%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$384K ﹤0.01%
2,525
-17,862
2477
$384K ﹤0.01%
26,689
+3,882
2478
$383K ﹤0.01%
5,852
-269
2479
$382K ﹤0.01%
10,371
+1,421
2480
$382K ﹤0.01%
+9,467
2481
$382K ﹤0.01%
66,381
+8,873
2482
$381K ﹤0.01%
+87,157
2483
$381K ﹤0.01%
116
-172
2484
$380K ﹤0.01%
27,263
+187
2485
$377K ﹤0.01%
5,435
-2,223
2486
$377K ﹤0.01%
25,242
+4,232
2487
$374K ﹤0.01%
25,811
+2,515
2488
$373K ﹤0.01%
10,201
-2,108
2489
$373K ﹤0.01%
+7,440
2490
$373K ﹤0.01%
40,350
+17,800
2491
$372K ﹤0.01%
41,643
+3,280
2492
$372K ﹤0.01%
30,515
-11,123
2493
$372K ﹤0.01%
+16,447
2494
$371K ﹤0.01%
11,785
-8,552
2495
$371K ﹤0.01%
4,552
+817
2496
$370K ﹤0.01%
6,585
+1,176
2497
$370K ﹤0.01%
7,725
-8,033
2498
$370K ﹤0.01%
24,136
-1,804
2499
$370K ﹤0.01%
32,141
-9,393
2500
$369K ﹤0.01%
8,753
-14,155
98 99
100
101 102