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
2776
$218K ﹤0.01%
+7,364
2777
$217K ﹤0.01%
+7,700
2778
$217K ﹤0.01%
+2,305
2779
$216K ﹤0.01%
+3,395
2780
$216K ﹤0.01%
8,533
-750
2781
$215K ﹤0.01%
+6,414
2782
$215K ﹤0.01%
2,116
-2,515
2783
$214K ﹤0.01%
+3,405
2784
$214K ﹤0.01%
+5,266
2785
$214K ﹤0.01%
12,936
+2,007
2786
$214K ﹤0.01%
+2,117
2787
$213K ﹤0.01%
+7,803
2788
$213K ﹤0.01%
13,340
+183
2789
$212K ﹤0.01%
14,792
-2,706
2790
$212K ﹤0.01%
3,494
-1,055
2791
$211K ﹤0.01%
+7,565
2792
$210K ﹤0.01%
4,170
+70
2793
$210K ﹤0.01%
9,580
-3,956
2794
$210K ﹤0.01%
+4,241
2795
$210K ﹤0.01%
28,374
+2,086
2796
$209K ﹤0.01%
+9,250
2797
$209K ﹤0.01%
+16,350
2798
$208K ﹤0.01%
+1,947
2799
$208K ﹤0.01%
17,891
+6,471
2800
$208K ﹤0.01%
+425
110 111
112
113 114