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
2501
$367K ﹤0.01%
22,250
+13,450
2502
$364K ﹤0.01%
11,727
+2,362
2503
$364K ﹤0.01%
2,600
2504
$362K ﹤0.01%
6,296
+584
2505
$362K ﹤0.01%
8,378
-175
2506
$362K ﹤0.01%
8,361
+1,633
2507
$361K ﹤0.01%
15,587
-642
2508
$360K ﹤0.01%
4,711
+1,375
2509
$360K ﹤0.01%
10,729
+3,929
2510
$360K ﹤0.01%
32,883
+16,724
2511
$360K ﹤0.01%
25,016
-6,796
2512
$359K ﹤0.01%
+33,234
2513
$358K ﹤0.01%
12,427
+61
2514
$357K ﹤0.01%
+7,200
2515
$357K ﹤0.01%
29,763
+3,205
2516
$355K ﹤0.01%
2,715
-6,540
2517
$355K ﹤0.01%
23,434
+2,399
2518
$355K ﹤0.01%
89,222
-1,518
2519
$354K ﹤0.01%
13,150
+250
2520
$353K ﹤0.01%
7,062
+120
2521
$352K ﹤0.01%
28,164
+4,674
2522
$351K ﹤0.01%
4,841
2523
$351K ﹤0.01%
3,527
+539
2524
$349K ﹤0.01%
52,614
+42,400
2525
$347K ﹤0.01%
+21,795
99 100
101
102 103