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
2826
$192K ﹤0.01%
+12,710
2827
$189K ﹤0.01%
+10,937
2828
$189K ﹤0.01%
35,030
+1,202
2829
$189K ﹤0.01%
12,616
-13,133
2830
$188K ﹤0.01%
10,568
-11
2831
$188K ﹤0.01%
27,887
+5,601
2832
$188K ﹤0.01%
+1,095
2833
$187K ﹤0.01%
189,324
-119,650
2834
$184K ﹤0.01%
12,409
-4,452
2835
$184K ﹤0.01%
23,258
-269
2836
$184K ﹤0.01%
11,467
+115
2837
$182K ﹤0.01%
20,970
+2,725
2838
$182K ﹤0.01%
10,466
-1,278
2839
$181K ﹤0.01%
17,642
+1,042
2840
$181K ﹤0.01%
+10,765
2841
$180K ﹤0.01%
27,289
2842
$179K ﹤0.01%
15,000
2843
$179K ﹤0.01%
13,530
-895
2844
$179K ﹤0.01%
+22,500
2845
$179K ﹤0.01%
16,923
+4,206
2846
$178K ﹤0.01%
12,176
+309
2847
$176K ﹤0.01%
+19,373
2848
$175K ﹤0.01%
25,268
+54
2849
$175K ﹤0.01%
11,162
-283
2850
$175K ﹤0.01%
36,362
-1,911
112 113
114
115 116