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
2801
$208K ﹤0.01%
+9,429
2802
$206K ﹤0.01%
9,393
-11,016
2803
$206K ﹤0.01%
+5,756
2804
$206K ﹤0.01%
22,418
2805
$206K ﹤0.01%
+3,567
2806
$205K ﹤0.01%
13,456
-3,708
2807
$205K ﹤0.01%
85,795
+18,817
2808
$204K ﹤0.01%
14,790
+2,750
2809
$204K ﹤0.01%
+18,700
2810
$203K ﹤0.01%
+5,744
2811
$203K ﹤0.01%
31,696
2812
$202K ﹤0.01%
21,130
+24
2813
$202K ﹤0.01%
+3,991
2814
$201K ﹤0.01%
+7,753
2815
$201K ﹤0.01%
21,314
-287
2816
$200K ﹤0.01%
+6,776
2817
$200K ﹤0.01%
14,561
+2,329
2818
$200K ﹤0.01%
3,831
-3,614
2819
$200K ﹤0.01%
8,087
-74,997
2820
$200K ﹤0.01%
5,421
-21,106
2821
$198K ﹤0.01%
16,690
+1,275
2822
$197K ﹤0.01%
+5,060
2823
$195K ﹤0.01%
15,779
+1,120
2824
$194K ﹤0.01%
15,067
-17,844
2825
$194K ﹤0.01%
19,631
-2,700
111 112
113
114 115