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
2751
$228K ﹤0.01%
+21,127
2752
$228K ﹤0.01%
17,633
+3,158
2753
$228K ﹤0.01%
+3,897
2754
$227K ﹤0.01%
51,490
+4,644
2755
$227K ﹤0.01%
16,951
-2,088
2756
$227K ﹤0.01%
+10,173
2757
$227K ﹤0.01%
4,621
-8,340
2758
$225K ﹤0.01%
9,814
-1,531
2759
$225K ﹤0.01%
30,061
-155
2760
$223K ﹤0.01%
14,331
-849
2761
$223K ﹤0.01%
14,735
+3,750
2762
$222K ﹤0.01%
+26,865
2763
$222K ﹤0.01%
+10,796
2764
$222K ﹤0.01%
+3,631
2765
$222K ﹤0.01%
+8,156
2766
$221K ﹤0.01%
7,902
+654
2767
$221K ﹤0.01%
+7,131
2768
$221K ﹤0.01%
6,751
-1,019
2769
$221K ﹤0.01%
+3,853
2770
$221K ﹤0.01%
12,218
+94
2771
$220K ﹤0.01%
+2,982
2772
$219K ﹤0.01%
14,759
+1,060
2773
$219K ﹤0.01%
6,027
-2,239
2774
$218K ﹤0.01%
+4,121
2775
$218K ﹤0.01%
15,249
+4,086
109 110
111
112 113