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
2676
$260K ﹤0.01%
18,022
+2,362
2677
$259K ﹤0.01%
+4,127
2678
$259K ﹤0.01%
15,047
2679
$258K ﹤0.01%
+3,221
2680
$258K ﹤0.01%
+1,590
2681
$258K ﹤0.01%
9,465
-53,913
2682
$258K ﹤0.01%
8,126
-232
2683
$258K ﹤0.01%
19,609
-1,716
2684
$257K ﹤0.01%
12,106
-4,061
2685
$256K ﹤0.01%
+5,715
2686
$255K ﹤0.01%
+8,251
2687
$254K ﹤0.01%
22,270
2688
$254K ﹤0.01%
+7,096
2689
$254K ﹤0.01%
+11,779
2690
$254K ﹤0.01%
+9,405
2691
$253K ﹤0.01%
+2,865
2692
$253K ﹤0.01%
+6,064
2693
$253K ﹤0.01%
+17,064
2694
$252K ﹤0.01%
3,181
-10
2695
$252K ﹤0.01%
10,859
-9,713
2696
$252K ﹤0.01%
+7,412
2697
$252K ﹤0.01%
+6,844
2698
$252K ﹤0.01%
+9,950
2699
$252K ﹤0.01%
16,951
-6,804
2700
$250K ﹤0.01%
7,891
106 107
108
109 110