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
2926
$101K ﹤0.01%
14,269
2927
$100K ﹤0.01%
3,348
+1,116
2928
$100K ﹤0.01%
2,092
-717
2929
$99K ﹤0.01%
15,000
2930
$98K ﹤0.01%
13,730
2931
$97K ﹤0.01%
+13,172
2932
$96K ﹤0.01%
+10,850
2933
$96K ﹤0.01%
+15,618
2934
$94K ﹤0.01%
15,100
-6,790
2935
$93K ﹤0.01%
19,850
+9
2936
$92K ﹤0.01%
21,457
+1,043
2937
$90K ﹤0.01%
+11,444
2938
$89K ﹤0.01%
557
+47
2939
$86K ﹤0.01%
13,405
-16,598
2940
$86K ﹤0.01%
12,183
-14,515
2941
$85K ﹤0.01%
+6,710
2942
$84K ﹤0.01%
+14,502
2943
$83K ﹤0.01%
12,800
+900
2944
$83K ﹤0.01%
31,600
+11,000
2945
$81K ﹤0.01%
+800
2946
$81K ﹤0.01%
15,542
+1,192
2947
$79K ﹤0.01%
2,339
-1,328
2948
$79K ﹤0.01%
10,441
2949
$76K ﹤0.01%
12,232
+1,321
2950
$76K ﹤0.01%
+14,389
116 117
118
119 120