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
2651
$273K ﹤0.01%
+16,436
2652
$272K ﹤0.01%
+6,594
2653
$271K ﹤0.01%
+29,739
2654
$270K ﹤0.01%
25,377
+666
2655
$268K ﹤0.01%
6,510
-11,962
2656
$268K ﹤0.01%
+5,969
2657
$268K ﹤0.01%
+8,195
2658
$268K ﹤0.01%
+5,240
2659
$268K ﹤0.01%
+4,917
2660
$267K ﹤0.01%
4,289
-1,580
2661
$266K ﹤0.01%
15,507
-1,142
2662
$266K ﹤0.01%
25,707
+548
2663
$266K ﹤0.01%
9,435
+910
2664
$266K ﹤0.01%
+4,010
2665
$265K ﹤0.01%
25,872
-62,853
2666
$265K ﹤0.01%
17,589
2667
$265K ﹤0.01%
+1,850
2668
$264K ﹤0.01%
+9,567
2669
$264K ﹤0.01%
3,683
-4,517
2670
$263K ﹤0.01%
+9,035
2671
$263K ﹤0.01%
7,865
+611
2672
$261K ﹤0.01%
+2,126
2673
$261K ﹤0.01%
+2,909
2674
$260K ﹤0.01%
24,209
-15,666
2675
$260K ﹤0.01%
7,844
-3,194
105 106
107
108 109