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
2701
$249K ﹤0.01%
+7,325
2702
$249K ﹤0.01%
3,053
-1,215
2703
$248K ﹤0.01%
31,290
+6,100
2704
$248K ﹤0.01%
9,666
-444
2705
$247K ﹤0.01%
19,728
-2,493
2706
$247K ﹤0.01%
55,572
2707
$246K ﹤0.01%
4,452
-7,017
2708
$245K ﹤0.01%
1,923
-4
2709
$244K ﹤0.01%
2,605
-3,566
2710
$244K ﹤0.01%
17,045
+935
2711
$244K ﹤0.01%
+1,111
2712
$243K ﹤0.01%
15,336
2713
$243K ﹤0.01%
5,661
+443
2714
$242K ﹤0.01%
7,166
+136
2715
$242K ﹤0.01%
21,217
-79
2716
$242K ﹤0.01%
18,410
2717
$242K ﹤0.01%
16,224
+56
2718
$241K ﹤0.01%
+8,882
2719
$240K ﹤0.01%
+7,920
2720
$240K ﹤0.01%
9,758
-400
2721
$240K ﹤0.01%
70,229
+1,369
2722
$240K ﹤0.01%
18,932
2723
$239K ﹤0.01%
+8,553
2724
$239K ﹤0.01%
3,325
-364
2725
$239K ﹤0.01%
+4,975
107 108
109
110 111