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
2526
$347K ﹤0.01%
+11,654
2527
$347K ﹤0.01%
4,142
+100
2528
$347K ﹤0.01%
+6,457
2529
$347K ﹤0.01%
17,363
-8,403
2530
$346K ﹤0.01%
12,055
-230
2531
$346K ﹤0.01%
11,475
-385
2532
$341K ﹤0.01%
11,058
2533
$340K ﹤0.01%
26,735
+2,336
2534
$340K ﹤0.01%
21,086
-860
2535
$339K ﹤0.01%
22,963
2536
$339K ﹤0.01%
3,031
+121
2537
$339K ﹤0.01%
30,400
+19,100
2538
$337K ﹤0.01%
42,577
+10,000
2539
$337K ﹤0.01%
20,952
-266
2540
$336K ﹤0.01%
12,834
-446
2541
$335K ﹤0.01%
14,256
-2,297
2542
$331K ﹤0.01%
4,234
-32
2543
$330K ﹤0.01%
+31,611
2544
$330K ﹤0.01%
6,080
+8
2545
$329K ﹤0.01%
19,480
2546
$329K ﹤0.01%
10,100
-12,450
2547
$329K ﹤0.01%
17,700
2548
$328K ﹤0.01%
22,099
+5
2549
$327K ﹤0.01%
+11,658
2550
$327K ﹤0.01%
27,687
-33,444
100 101
102
103 104