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
2551
$326K ﹤0.01%
+6,160
2552
$325K ﹤0.01%
4,759
+340
2553
$323K ﹤0.01%
7,596
-411
2554
$323K ﹤0.01%
12,585
-2,596
2555
$322K ﹤0.01%
9,661
-5,515
2556
$321K ﹤0.01%
+1,696
2557
$321K ﹤0.01%
12,315
+1
2558
$320K ﹤0.01%
+4,163
2559
$320K ﹤0.01%
24,949
-1,833
2560
$320K ﹤0.01%
12,707
+1,296
2561
$319K ﹤0.01%
+13,905
2562
$319K ﹤0.01%
14,085
-870
2563
$319K ﹤0.01%
4,357
-309
2564
$317K ﹤0.01%
12,943
+1,989
2565
$317K ﹤0.01%
17,682
-2,840
2566
$317K ﹤0.01%
3,317
+29
2567
$316K ﹤0.01%
+13,324
2568
$316K ﹤0.01%
+1,153
2569
$315K ﹤0.01%
+3,188
2570
$315K ﹤0.01%
74,000
+21,100
2571
$314K ﹤0.01%
34,122
-5,403
2572
$314K ﹤0.01%
118,569
-24,347
2573
$313K ﹤0.01%
2,401
-89
2574
$313K ﹤0.01%
15,815
+1,172
2575
$311K ﹤0.01%
4,085
-419
101 102
103
104 105