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
2901
$136K ﹤0.01%
14,040
+665
2902
$135K ﹤0.01%
11,339
-2,916
2903
$134K ﹤0.01%
16,825
2904
$132K ﹤0.01%
+500
2905
$132K ﹤0.01%
+12,198
2906
$131K ﹤0.01%
1,340
-452
2907
$129K ﹤0.01%
38,408
-12,451
2908
$128K ﹤0.01%
+40,616
2909
$123K ﹤0.01%
12,198
-2,298
2910
$121K ﹤0.01%
+38,711
2911
$121K ﹤0.01%
15,550
2912
$119K ﹤0.01%
+12,675
2913
$118K ﹤0.01%
23,210
2914
$118K ﹤0.01%
54,100
2915
$117K ﹤0.01%
+1,069
2916
$115K ﹤0.01%
25,374
-3,035
2917
$113K ﹤0.01%
13,000
2918
$112K ﹤0.01%
16,095
+18
2919
$112K ﹤0.01%
+12,633
2920
$111K ﹤0.01%
12,693
-176
2921
$111K ﹤0.01%
19,632
-782
2922
$108K ﹤0.01%
15,264
-55,705
2923
$107K ﹤0.01%
12,297
-950
2924
$102K ﹤0.01%
37,649
-1,111
2925
$101K ﹤0.01%
24,007
115 116
117
118 119