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
2576
$310K ﹤0.01%
5,590
-444
2577
$310K ﹤0.01%
5,724
+96
2578
$309K ﹤0.01%
+2,008
2579
$309K ﹤0.01%
6,372
+1,267
2580
$308K ﹤0.01%
10,794
-752
2581
$306K ﹤0.01%
23,093
+6,729
2582
$306K ﹤0.01%
+4,894
2583
$305K ﹤0.01%
13,440
+1,214
2584
$304K ﹤0.01%
9,547
-64,783
2585
$303K ﹤0.01%
15,135
2586
$303K ﹤0.01%
12,318
2587
$303K ﹤0.01%
11,725
-13,198
2588
$303K ﹤0.01%
6,852
-857
2589
$303K ﹤0.01%
11,200
2590
$303K ﹤0.01%
29,981
+1,023
2591
$302K ﹤0.01%
+32,550
2592
$301K ﹤0.01%
14,460
+2,433
2593
$301K ﹤0.01%
+6,694
2594
$300K ﹤0.01%
7,819
-220
2595
$300K ﹤0.01%
27,929
+44
2596
$299K ﹤0.01%
22,192
+7,205
2597
$298K ﹤0.01%
+2,372
2598
$297K ﹤0.01%
5,482
+921
2599
$295K ﹤0.01%
4,427
+325
2600
$294K ﹤0.01%
5,227
+150
102 103
104
105 106