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
2726
$238K ﹤0.01%
+1,800
2727
$238K ﹤0.01%
2,560
-1,106
2728
$238K ﹤0.01%
+9,244
2729
$238K ﹤0.01%
20,784
+201
2730
$237K ﹤0.01%
52,800
-40,518
2731
$237K ﹤0.01%
+3,133
2732
$237K ﹤0.01%
+5,157
2733
$236K ﹤0.01%
+6,527
2734
$236K ﹤0.01%
+9,901
2735
$236K ﹤0.01%
5,408
2736
$236K ﹤0.01%
+3,931
2737
$235K ﹤0.01%
5,120
-3,478
2738
$235K ﹤0.01%
+9,833
2739
$234K ﹤0.01%
+7,390
2740
$234K ﹤0.01%
101,079
+6,232
2741
$233K ﹤0.01%
5,585
-16,742
2742
$232K ﹤0.01%
4,132
-1,361
2743
$231K ﹤0.01%
2,310
-2,114
2744
$230K ﹤0.01%
+8,012
2745
$230K ﹤0.01%
5,914
+401
2746
$230K ﹤0.01%
33,644
+19,208
2747
$230K ﹤0.01%
2,959
-527
2748
$230K ﹤0.01%
5,969
+345
2749
$229K ﹤0.01%
+5,457
2750
$229K ﹤0.01%
23,066
-324
108 109
110
111 112