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
2626
$281K ﹤0.01%
14,310
-1,176
2627
$281K ﹤0.01%
5,446
+291
2628
$281K ﹤0.01%
+3,737
2629
$281K ﹤0.01%
4,474
2630
$281K ﹤0.01%
5,457
+824
2631
$281K ﹤0.01%
5,897
-3,797
2632
$280K ﹤0.01%
+15,428
2633
$280K ﹤0.01%
+3,010
2634
$279K ﹤0.01%
+23,149
2635
$279K ﹤0.01%
15,991
-11,089
2636
$279K ﹤0.01%
+986
2637
$279K ﹤0.01%
+4,749
2638
$278K ﹤0.01%
18,045
+861
2639
$278K ﹤0.01%
6,876
-1,979
2640
$277K ﹤0.01%
+7,794
2641
$277K ﹤0.01%
6,313
+1,728
2642
$276K ﹤0.01%
16,186
-7,977
2643
$276K ﹤0.01%
2,462
-788
2644
$276K ﹤0.01%
4,912
+70
2645
$275K ﹤0.01%
+3,927
2646
$275K ﹤0.01%
23,434
-15,993
2647
$275K ﹤0.01%
34,206
+18,551
2648
$275K ﹤0.01%
+18,417
2649
$274K ﹤0.01%
5,507
-529
2650
$273K ﹤0.01%
+4,198
104 105
106
107 108