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
2951
$76K ﹤0.01%
1,000
2952
$73K ﹤0.01%
25,996
+5,346
2953
$72K ﹤0.01%
1,063
-41
2954
$70K ﹤0.01%
16,780
-2,100
2955
$67K ﹤0.01%
12,893
-5,262
2956
$67K ﹤0.01%
38,000
2957
$64K ﹤0.01%
7,226
-610
2958
$61K ﹤0.01%
13,200
-1,900
2959
$61K ﹤0.01%
+22,600
2960
$59K ﹤0.01%
19,729
2961
$57K ﹤0.01%
25,000
+12,000
2962
$55K ﹤0.01%
12,916
-284
2963
$54K ﹤0.01%
17,490
+2,887
2964
$53K ﹤0.01%
34,517
-1,324
2965
$52K ﹤0.01%
11,233
-2,355
2966
$51K ﹤0.01%
+22,487
2967
$50K ﹤0.01%
10,423
-2,001
2968
$49K ﹤0.01%
15,500
-16,457
2969
$49K ﹤0.01%
+1,600
2970
$47K ﹤0.01%
11,772
-4,500
2971
$44K ﹤0.01%
12,158
-19,636
2972
$43K ﹤0.01%
17,500
-9,500
2973
$42K ﹤0.01%
10,600
-5,475
2974
$42K ﹤0.01%
10,288
-7,079
2975
$42K ﹤0.01%
+18,374
117 118
119
120 121