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
2851
$175K ﹤0.01%
11,085
-4,491
2852
$171K ﹤0.01%
+24,465
2853
$170K ﹤0.01%
+12,866
2854
$168K ﹤0.01%
13,238
-14,346
2855
$167K ﹤0.01%
22,655
-2,371
2856
$167K ﹤0.01%
+15,950
2857
$165K ﹤0.01%
30,626
-135,839
2858
$165K ﹤0.01%
11,720
2859
$165K ﹤0.01%
22,583
-195,244
2860
$164K ﹤0.01%
+12,561
2861
$163K ﹤0.01%
23,870
-520
2862
$162K ﹤0.01%
+39,575
2863
$161K ﹤0.01%
30,541
-234,269
2864
$160K ﹤0.01%
16,000
2865
$160K ﹤0.01%
18,018
+32
2866
$157K ﹤0.01%
18,050
-3,400
2867
$154K ﹤0.01%
10,618
-93
2868
$154K ﹤0.01%
12,677
2869
$153K ﹤0.01%
114
+6
2870
$152K ﹤0.01%
28,941
-64
2871
$152K ﹤0.01%
15,461
+978
2872
$151K ﹤0.01%
16,023
-3,173
2873
$150K ﹤0.01%
13,671
-2,414
2874
$150K ﹤0.01%
14,248
-3,798
2875
$150K ﹤0.01%
16,646
-3,743
113 114
115
116 117